We are live on ! Find out more
FISV

Fiserv Inc

1,846 hedge funds and large institutions have $84.4B invested in Fiserv Inc in 2025 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 744 increasing their positions, 671 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

75% more call options, than puts

Call options by funds: $764M | Put options by funds: $435M

11% more repeat investments, than reductions

Existing positions increased: 744 | Existing positions reduced: 671

2.52% less ownership

Funds ownership: 90.84%88.33% (-2.5%)

5% less funds holding

Funds holding: 1,9371,846 (-91)

24% less first-time investments, than exits

New positions opened: 184 | Existing positions closed: 241

25% less capital invested

Capital invested by funds: $112B → $84.4B (-$28B)

36% less funds holding in top 10

Funds holding in top 10: 13486 (-48)

Holders
1,846
Holders Change
-91
Holders Change %
-4.7%
% of All Funds
24.28%
Holding in Top 10
86
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-35.82%
% of All Funds
1.13%
New
184
Increased
744
Reduced
671
Closed
241
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Change in
Stake
OC
501
Oarsman Capital
Wisconsin
$7.89M -$231K -1,276 -3%
IIC
502
Ironwood Investment Counsel
Arizona
$7.79M +$1.01M +5,596 +14%
BCM
503
Brooktree Capital Management
Michigan
$7.78M +$127K +701 +2%
RAM
504
Redmond Asset Management
Virginia
$7.76M +$164K +904 +2%
SGM
505
Scalar Gauge Management
Texas
$7.76M +$8.16M +45,000 New
MWM
506
Moran Wealth Management
Florida
$7.65M +$167K +922 +2%
Vontobel Holding
507
Vontobel Holding
Switzerland
$7.63M +$912K +5,029 +13%
CRC
508
Curi RMB Capital
Illinois
$7.6M +$862K +4,755 +12%
HR
509
Howe & Rusling
New York
$7.54M +$129K +711 +2%
EIA
510
Edgemoor Investment Advisors
Maryland
$7.5M +$308K +1,699 +4%
ERIC
511
Eagle Rock Investment Company
Georgia
$7.46M +$308K +1,700 +4%
BDL
512
Bey-Douglas LLC
Georgia
$7.44M +$1.98M +10,891 +34%
CCG
513
Cloverfields Capital Group
Minnesota
$7.42M +$1.04M +5,710 +15%
HBT
514
Hills Bank & Trust
Iowa
$7.4M -$100K -553 -1%
GVAG
515
Great Valley Advisor Group
Delaware
$7.36M -$4.55M -25,075 -37%
KAS
516
Kestra Advisory Services
Texas
$7.34M -$448K -2,468 -5%
OIA
517
OneDigital Investment Advisors
Kansas
$7.32M -$110K -609 -1%
DRD
518
Dennis R. Delaney
$7.31M +$53.5K +295 +0.7%
DF
519
DNCA Finance
France
$7.22M
CCM
520
Carderock Capital Management
Maryland
$7.1M -$1.15M -6,335 -13%
ACM
521
Aryeh Capital Management
Ontario, Canada
$7.08M
LOPW
522
Live Oak Private Wealth
North Carolina
$7.05M +$276K +1,522 +4%
BEAM
523
Baker Ellis Asset Management
Washington
$6.99M -$219K -1,205 -3%
VCA
524
Verdence Capital Advisors
Maryland
$6.97M +$562K +3,097 +8%
TIM
525
Thompson Investment Management
Wisconsin
$6.91M +$572K +3,155 +9%

FISV Hedge Fund Activity: Q2 2025 in Review

1,846 of the 7,602 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2025, worth a combined $84.4B — down 25% from $112B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 184 opened new positions — a net loss of 57 holders — while 671 trimmed existing stakes and 744 added.

The largest buyer was D.E. Shaw & Co, adding an estimated $448M. The largest seller was T. Rowe Price Associates, cutting an estimated $2.3B.

  • 1,846 institutional investors held Fiserv Inc (FISV) as of Q2 2025, down from 1,937 in Q1 2025.
  • Funds reported $84.4B of Fiserv Inc stock for Q2 2025, down 25% quarter-over-quarter.
  • 184 funds opened new Fiserv Inc positions in Q2 2025 and 241 closed out, a net change of -57 holders.
  • The largest Fiserv Inc buyer in Q2 2025 was D.E. Shaw & Co, an estimated $448M added.
  • The largest Fiserv Inc seller in Q2 2025 was T. Rowe Price Associates, an estimated $2.3B sold.

Based on aggregated 13F filings for Q2 2025.