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FISV

Fiserv Inc

1,937 hedge funds and large institutions have $112B invested in Fiserv Inc in 2025 Q1 according to their latest regulatory filings, with 167 funds opening new positions, 639 increasing their positions, 831 reducing their positions, and 102 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 167 | Existing positions closed: 102

56% more call options, than puts

Call options by funds: $517M | Put options by funds: $331M

7% more funds holding in top 10

Funds holding in top 10: 125134 (+9)

5% more capital invested

Capital invested by funds: $107B → $112B (+$5.36B)

2% more funds holding

Funds holding: 1,9011,937 (+36)

0.58% more ownership

Funds ownership: 90.26%90.84% (+0.58%)

23% less repeat investments, than reductions

Existing positions increased: 639 | Existing positions reduced: 831

Holders
1,937
Holders Change
+36
Holders Change %
+1.89%
% of All Funds
25.96%
Holding in Top 10
134
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+7.2%
% of All Funds
1.8%
New
167
Increased
639
Reduced
831
Closed
102
Calls
$517M
Puts
$331M
Net Calls
+$187M
Net Calls Change
+$264M
Name Holding Trade Value Shares
Change
Change in
Stake
AP
1826
Aspect Partners
Virginia
$24.3K +$1.09K +5 +5%
RWML
1827
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$23.6K
FMTCOCP
1828
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$23K
BA
1829
Bellwether Advisors
Nebraska
$22.7K
S
1830
Sachetta
Massachusetts
$22.5K -$219 -1 -1%
GGI
1831
Godsey & Gibb Inc
Virginia
$22.1K
1NWS
1832
1 North Wealth Services
Maryland
$22.1K +$21.9K +100 New
CFD
1833
Creative Financial Designs
Indiana
$21.6K +$21.5K +98 New
WA
1834
Whipplewood Advisors
Colorado
$21K -$1.97K -9 -10%
ITFISA
1835
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$21K +$9.85K +45 +90%
AWM
1836
Abound Wealth Management
Tennessee
$20.8K -$10.1K -46 -33%
NWMP
1837
Noble Wealth Management PBC
Colorado
$20.1K -$2.85K -13 -13%
PA
1838
Pineridge Advisors
Missouri
$20.1K -$657 -3 -3%
BC
1839
Barrett & Company
Rhode Island
$19.9K
DAM
1840
Delta Asset Management
Tennessee
$19.9K
PP
1841
PFS Partners
New Jersey
$19.9K
ADL
1842
Asset Dedication LLC
California
$19.9K +$1.31K +6 +7%
ABWM
1843
Alpine Bank Wealth Management
Colorado
$19.9K +$19.7K +90 New
RFG
1844
REAP Financial Group
Texas
$19.8K +$5.47K +25 +38%
OP
1845
ORG Partners
Indiana
$19.8K -$427K -1,950 -96%
CTWM
1846
Cherry Tree Wealth Management
Minnesota
$19.7K +$7.44K +34 +62%
TIM
1847
Tortoise Investment Management
New York
$17.2K -$1.97K -9 -10%
BCMLT
1848
Beacon Capital Management LLC (Tennessee)
Tennessee
$16.7K -$5.25K -24 -24%
RCM
1849
Ravenstone Capital Management
$16.6K -$71.2K -325 -81%
AT
1850
Arlington Trust
Alabama
$16.1K -$5.04K -23 -24%

FISV Hedge Fund Activity: Q1 2025 in Review

1,937 of the 7,462 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2025, worth a combined $112B — up 5% from $107B a quarter earlier.

Buyers outnumbered sellers: 167 funds opened new FISV positions and 102 closed out — a net gain of 65 holders — while 639 added to existing stakes and 831 trimmed.

The largest buyer was JP Morgan Chase, adding an estimated $1.48B. The largest seller was Harris Associates, cutting an estimated $745M.

  • 1,937 institutional investors held Fiserv Inc (FISV) as of Q1 2025, up from 1,901 in Q4 2024.
  • Funds reported $112B of Fiserv Inc stock for Q1 2025, up 5% quarter-over-quarter.
  • 167 funds opened new Fiserv Inc positions in Q1 2025 and 102 closed out, a net change of +65 holders.
  • The largest Fiserv Inc buyer in Q1 2025 was JP Morgan Chase, an estimated $1.48B added.
  • The largest Fiserv Inc seller in Q1 2025 was Harris Associates, an estimated $745M sold.

Based on aggregated 13F filings for Q1 2025.