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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
AAG
1851
Armstrong Advisory Group
Massachusetts
$15.6K
RTL
1852
Red Tortoise LLC
Georgia
$14.8K
CJH
1853
Christopher J. Hasenberg
Wisconsin
$14.4K
AW
1854
Avion Wealth
Texas
$14K
YP
1855
YANKCOM Partnership
South Dakota
$13.7K +$13.6K +62 New
HWP
1856
Highline Wealth Partners
California
$12.6K +$4.16K +19 +50%
HI
1857
Hoey Investments
Pennsylvania
$11.5K
CWM
1858
Consultiva Wealth Management
Puerto Rico
$11.3K
YAL
1859
Your Advocates Ltd
Texas
$11K
MIFH
1860
Migdal Insurance & Financial Holdings
Israel
$11K +$10.9K +50 New
SL
1861
Salomon & Ludwin
Virginia
$10.8K
NWM
1862
Nova Wealth Management
Florida
$10.4K +$10.3K +47 New
SS
1863
Sunbelt Securities
Texas
$9.72K -$54.7K -250 -85%
PW
1864
Pandora Wealth
Illinois
$9.72K +$9.63K +44 New
TH
1865
TCTC Holdings
Texas
$9.72K +$9.63K +44 New
BWL
1866
Bogart Wealth LLC
Virginia
$9.28K -$219 -1 -2%
RJA
1867
Ross\Johnson & Associates
Minnesota
$9.28K +$438 +2 +5%
MWM
1868
MorganRosel Wealth Management
Colorado
$9.28K +$9.2K +42 New
SHIM
1869
Stone House Investment Management
Pennsylvania
$8.83K +$8.76K +40 New
SIC
1870
SJS Investment Consulting
Ohio
$8.61K -$438 -2 -5%
DPW
1871
DiNuzzo Private Wealth
Pennsylvania
$8.39K
GFPC
1872
Global Financial Private Client
Florida
$8.39K +$4.38K +20 +111%
TCM
1873
TD Capital Management
Tennessee
$8.17K
WCM
1874
WealthTrak Capital Management
Virginia
$7.73K +$4.38K +20 +133%
TF
1875
Tompkins Financial
New York
$7.73K

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.