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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
RFA
1876
Reyes Financial Architecture
California
$7.73K +$7.66K +35 New
VWA
1877
Valued Wealth Advisors
Utah
$7.51K
SFGP
1878
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$7.51K +$1.09K +5 +17%
TWD
1879
True Wealth Design
Ohio
$7.26K +$5.69K +26 +371%
HFS
1880
Hughes Financial Services
Virginia
$7.1K +$7.01K +32 New
RWPA
1881
Richard W. Paul & Associates
Michigan
$7.07K -$657 -3 -9%
KIM
1882
Kestra Investment Management
Texas
$6.63K -$46.4K -212 -88%
FW
1883
Fairway Wealth
Ohio
$6.63K -$2.85K -13 -30%
CWP
1884
Clark Wealth Partners
Illinois
$6.63K
MSWA
1885
Marshall & Sterling Wealth Advisors
New York
$6.63K +$6.57K +30 New
CIAS
1886
CBIZ Investment Advisory Services
Ohio
$6.4K +$6.35K +29 New
FUBT
1887
First United Bank & Trust
Maryland
$6.4K +$6.35K +29 New
TCA
1888
Trifecta Capital Advisors
Illinois
$6.18K
CIAM
1889
Caitong International Asset Management
Hong Kong
$6.18K +$6.13K +28 New
T
1890
Tidemark
California
$5.96K
HFS
1891
Horizon Financial Services
North Carolina
$5.96K +$876 +4 +17%
MHR
1892
Matthew Hamilton Rosenberg
$5.74K
BIM
1893
Breakwater Investment Management
Washington
$5.52K
TFM
1894
TFC Financial Management
Massachusetts
$5.52K
WCM
1895
Westend Capital Management
California
$5.52K
HWA
1896
HHM Wealth Advisors
Tennessee
$5.08K
RAM
1897
Riggs Asset Management
Pennsylvania
$5.08K
GSWM
1898
Golden State Wealth Management
California
$5.08K -$1.09K -5 -18%
FWM
1899
FSA Wealth Management
Massachusetts
$5.08K
RI
1900
Ridgewood Investments
New Jersey
$4.97K

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.