Ray Dalio's FI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 1.59 M shares of Fiserv, Inc. (FI) worth $205.41 M, representing 0.80% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 47 quarters.
Based on 13F filings since 2013, Ray Dalio has maintained a long-term strategic position in FI, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2025, adding 513,447 shares. Largest reduction occurred in Q3 2024, reducing 165,215 shares.
Analysis based on 13F filings available since 2013 Q2
Ray Dalio's Fiserv (FI) Holding Value Over Time
Track share changes against reported price movement
Quarterly Fiserv (FI) Trades by Ray Dalio
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2014 | +35,736 | New Buy | 35,736 | $28.35 |
| Q2 2014 | -35,736 | Sold Out | 35,736 | $0.00 |
| Q3 2014 | +8,736 | New Buy | 8,736 | $32.28 |
| Q4 2014 | -8,736 | Sold Out | 8,736 | $0.00 |
| Q2 2016 | +5,200 | New Buy | 5,200 | $54.42 |
| Q3 2016 | -5,200 | Sold Out | 5,200 | $0.00 |
| Q2 2017 | +4,532 | New Buy | 4,532 | $61.12 |
| Q3 2017 | -4,532 | Sold Out | 4,532 | $0.00 |
| Q1 2018 | +21,686 | New Buy | 21,686 | $71.29 |
| Q2 2018 | -9,243 | Reduce 42.62% | 12,443 | $74.10 |
| Q3 2018 | -9,292 | Reduce 74.68% | 3,151 | $82.51 |
| Q4 2018 | +36,385 | Add 1154.71% | 39,536 | $73.50 |
| Q1 2019 | -39,536 | Sold Out | 39,536 | $0.00 |
| Q3 2019 | +10,569 | New Buy | 10,569 | $103.60 |
| Q4 2019 | -10,569 | Sold Out | 10,569 | $0.00 |
| Q1 2020 | +37,346 | New Buy | 37,346 | $94.98 |
| Q2 2020 | -12,811 | Reduce 34.30% | 24,535 | $97.62 |
| Q3 2020 | -24,535 | Sold Out | 24,535 | $0.00 |
| Q3 2021 | +25,544 | New Buy | 25,544 | $108.52 |
| Q4 2021 | +61,693 | Add 241.52% | 87,237 | $103.79 |
| Q1 2022 | -5,249 | Reduce 6.02% | 81,988 | $101.41 |
| Q2 2022 | +57,265 | Add 69.85% | 139,253 | $88.97 |
| Q3 2022 | -60,397 | Reduce 43.37% | 78,856 | $93.58 |
| Q4 2022 | +105,701 | Add 134.04% | 184,557 | $101.07 |
| Q1 2023 | -137,912 | Reduce 74.73% | 46,645 | $113.03 |
| Q2 2023 | +217,988 | Add 467.33% | 264,633 | $126.15 |
| Q3 2023 | +123,523 | Add 46.68% | 388,156 | $112.96 |
| Q4 2023 | +256,159 | Add 65.99% | 644,315 | $132.84 |
| Q1 2024 | +97,654 | Add 15.16% | 741,969 | $159.82 |
| Q2 2024 | -36,992 | Reduce 4.99% | 704,977 | $149.04 |
| Q3 2024 | -165,215 | Reduce 23.44% | 539,762 | $179.65 |
| Q4 2024 | +110,139 | Add 20.41% | 649,901 | $205.42 |
| Q1 2025 | +513,447 | Add 79.00% | 1.16 M | $220.83 |
| Q2 2025 | +98,525 | Add 8.47% | 1.26 M | $172.41 |
| Q3 2025 | +331,284 | Add 26.25% | 1.59 M | $128.93 |
Ray Dalio's Fiserv Investment FAQs
Ray Dalio first purchased Fiserv, Inc. (FI) in Q1 2014, acquiring 35,736 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio has held Fiserv, Inc. (FI) for 47 quarters since Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's largest addition to Fiserv, Inc. (FI) was in Q1 2025, adding 1,163,348 shares worth $256.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 1,593,157 shares of Fiserv, Inc. (FI), valued at approximately $205.41 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Fiserv, Inc. (FI) represents approximately 0.80% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ray Dalio's peak holding in Fiserv, Inc. (FI) was 1,593,157 shares, as reported at the end of Q3 2025. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.