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FISV

Fiserv Inc
FISV

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: 125 → 134 (+9)

5% more capital invested

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

2% more funds holding

Funds holding: 1,901 → 1,937 (+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

Top Buyers

Rank Fund Capital Flow
1
JP Morgan Chase
JP Morgan Chase
New York
+$1.48B
2
GQG Partners
GQG Partners
Florida
+$263M
3
N
Nuveen
North Carolina
+$189M
4
Holocene Advisors
Holocene Advisors
New York
+$186M
5
Geode Capital Management
Geode Capital Management
Massachusetts
+$185M

Top Sellers

Rank Fund Capital Flow
1
Harris Associates
Harris Associates
Illinois
-$745M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$575M
3
Sanders Capital
Sanders Capital
Florida
-$516M
4
Dodge & Cox
Dodge & Cox
California
-$351M
5
Capital World Investors
Capital World Investors
California
-$299M
Name Holding Trade Value Shares
Change 		Change in
Stake
NMG
1901
New Millennium Group
Utah
$4.64K – – –
BHWM
1902
Bay Harbor Wealth Management
Maryland
$4.64K +$876 +4 +24%
FIM
1903
FWL Investment Management
Texas
$4.64K +$4.6K +21 New
WW
1904
Winnow Wealth
Texas
$4.26K +$1.31K +6 +43%
GEA
1905
Glen Eagle Advisors
New Jersey
$3.53K – – –
WA
1906
WestEnd Advisors
North Carolina
$3.53K +$2.41K +11 +220%
PWA
1907
Principia Wealth Advisory
Texas
$3.37K +$219 +1 +7%
JFG
1908
JDM Financial Group
Texas
$2.87K – – –
PIS
1909
POM Investment Strategies
North Carolina
$2.87K – – –
DI
1910
DAGCO Inc
Ohio
$2.65K +$2.63K +12 New
BFS
1911
Bare Financial Services
Pennsylvania
$2.43K +$2.41K +11 New
CSC
1912
Caldwell Sutter Capital
California
$2.21K – – –
GP
1913
Greenline Partners
New York
$2.21K +$2.19K +10 New
W
1914
WealthCollab
Washington
$1.99K +$1.97K +9 New
PS
1915
PayPay Securities
Japan
$1.84K -$876 -4 -33%
1IA
1916
1620 Investment Advisors
Massachusetts
$1.81K – – –
JAM
1917
JCIC Asset Management
Ontario, Canada
$1.77K – – –
VWM
1918
Vermillion Wealth Management
Minnesota
$1.77K – – –
STB
1919
S&T Bank
Pennsylvania
$1.77K +$1.75K +8 New
PWM
1920
Parkworth Wealth Management
California
$1.55K – – –
FCAS
1921
First Command Advisory Services
Texas
$1.55K +$1.53K +7 New
CAWM
1922
Capital A Wealth Management
Pennsylvania
$1.32K -$219 -1 -14%
RPA
1923
Redwood Park Advisors
California
$1.32K – – –
ACA
1924
American Capital Advisory
Idaho
$1.32K +$1.31K +6 New
EWA
1925
EQ Wealth Advisors
Texas
$1.32K +$1.31K +6 New
75 76
77
78 79

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.