Ray Dalio's FI Position Overview
Ray Dalio (via Bridgewater Associates, Lp) currently holds 0 shares of Fiserv, Inc. (FI) worth $0, representing 0.00% of the portfolio. First purchased in 2014-Q1, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Ray Dalio has maintained a strategic position in FI, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 513,447 shares. Largest reduction occurred in Q4 2025, reducing 1.59 M 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -1.59 M | Sold Out | 0 | $0.00 |
| Q3 2025 | +331,284 | Add 26.25% | 1.59 M | $128.93 |
| Q2 2025 | +98,525 | Add 8.47% | 1.26 M | $172.41 |
| Q1 2025 | +513,447 | Add 79.00% | 1.16 M | $220.83 |
| Q4 2024 | +110,139 | Add 20.41% | 649,901 | $205.42 |
| Q3 2024 | -165,215 | Reduce 23.44% | 539,762 | $179.65 |
| Q2 2024 | -36,992 | Reduce 4.99% | 704,977 | $149.04 |
| Q1 2024 | +97,654 | Add 15.16% | 741,969 | $159.82 |
| Q4 2023 | +256,159 | Add 65.99% | 644,315 | $132.84 |
| Q3 2023 | +123,523 | Add 46.68% | 388,156 | $112.96 |
| Q2 2023 | +217,988 | Add 467.33% | 264,633 | $126.15 |
| Q1 2023 | -137,912 | Reduce 74.73% | 46,645 | $113.03 |
| Q4 2022 | +105,701 | Add 134.04% | 184,557 | $101.07 |
| Q3 2022 | -60,397 | Reduce 43.37% | 78,856 | $93.58 |
| Q2 2022 | +57,265 | Add 69.85% | 139,253 | $88.97 |
| Q1 2022 | -5,249 | Reduce 6.02% | 81,988 | $101.41 |
| Q4 2021 | +61,693 | Add 241.52% | 87,237 | $103.79 |
| Q3 2021 | +25,544 | New Buy | 25,544 | $108.52 |
| Q3 2020 | -24,535 | Sold Out | 0 | $0.00 |
| Q2 2020 | -12,811 | Reduce 34.30% | 24,535 | $97.62 |
| Q1 2020 | +37,346 | New Buy | 37,346 | $94.98 |
| Q4 2019 | -10,569 | Sold Out | 0 | $0.00 |
| Q3 2019 | +10,569 | New Buy | 10,569 | $103.60 |
| Q1 2019 | -39,536 | Sold Out | 0 | $0.00 |
| Q4 2018 | +36,385 | Add 1154.71% | 39,536 | $73.50 |
| Q3 2018 | -9,292 | Reduce 74.68% | 3,151 | $82.51 |
| Q2 2018 | -9,243 | Reduce 42.62% | 12,443 | $74.10 |
| Q1 2018 | +21,686 | New Buy | 21,686 | $71.29 |
| Q3 2017 | -4,532 | Sold Out | 0 | $0.00 |
| Q2 2017 | +4,532 | New Buy | 4,532 | $61.12 |
| Q3 2016 | -5,200 | Sold Out | 0 | $0.00 |
| Q2 2016 | +5,200 | New Buy | 5,200 | $54.42 |
| Q4 2014 | -8,736 | Sold Out | 0 | $0.00 |
| Q3 2014 | +8,736 | New Buy | 8,736 | $32.28 |
| Q2 2014 | -35,736 | Sold Out | 0 | $0.00 |
| Q1 2014 | +35,736 | New Buy | 35,736 | $28.35 |
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 36 quarters since Q1 2014.
Ray Dalio's largest addition to Fiserv, Inc. (FI) was in Q1 2025, adding 1,163,348 shares worth $256.9 M.
According to the latest 13F filing for Q4 2025, Ray Dalio's firm, Bridgewater Associates, Lp, owns 0 shares of Fiserv, Inc. (FI), valued at approximately $0.
As of the Q4 2025 filing, Fiserv, Inc. (FI) represents approximately 0.00% of Ray Dalio's publicly disclosed stock portfolio, making it one of their key holdings.
Ray Dalio's peak holding in Fiserv, Inc. (FI) was 1,593,157 shares, as reported at the end of Q3 2025.