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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
AWA
801
Arkadios Wealth Advisors
Georgia
$2.22M +$1.88M +10,346 +412%
FFA
802
Farther Finance Advisors
California
$2.18M +$668K +3,685 +41%
SGI
803
Summit Global Investments
Utah
$2.18M +$2.06M +11,335 +861%
OLVIG
804
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18M +$1.79M +9,863 New
DWM
805
Dakota Wealth Management
Florida
$2.17M +$181K +999 +9%
PAM
806
Palisade Asset Management
Minnesota
$2.13M
PA
807
Parallel Advisors
California
$2.13M +$991K +5,464 +80%
NDSI
808
Newman Dignan & Sheerar Inc
Rhode Island
$2.12M -$36.1K -199 -2%
MOS
809
MGO One Seven
Ohio
$2.12M -$92.7K -511 -4%
MSA
810
MUFG Securities Americas
New York
$2.12M +$402K +2,217 +22%
PCA
811
Private Capital Advisors
Connecticut
$2.11M
WP
812
WealthShield Partners
North Carolina
$2.09M +$57.1K +315 +3%
CCA
813
Covey Capital Advisors
Georgia
$2.09M +$9.07K +50 +0.4%
NS
814
NBC Securities
Alabama
$2.08M +$85.8K +473 +4%
BFA
815
Buttonwood Financial Advisors
Maryland
$2.07M -$11.4K -63 -0.5%
TCM
816
Twin Capital Management
Pennsylvania
$2.07M +$56K +309 +3%
HI
817
Harbour Investments
Wisconsin
$2.07M +$56.2K +310 +3%
JCM
818
Jacobi Capital Management
Pennsylvania
$2.07M +$114K +626 +6%
BOC
819
Barbara Oil Co
Illinois
$2.07M
MK
820
MASTERINVEST Kapitalanlage
$2.05M +$2.16M +11,904 New
CCM
821
Condor Capital Management
New Jersey
$2.05M -$837K -4,614 -28%
KA
822
Kovack Advisors
Florida
$2.05M -$39.7K -219 -2%
CCM
823
Cinctive Capital Management
New York
$2.04M +$2.15M +11,840 New
IWA
824
Invera Wealth Advisors
Oregon
$2.03M +$4.53K +25 +0.2%
TPCW
825
TD Private Client Wealth
New York
$2.03M -$1.53M -8,418 -42%

FISV Hedge Fund Activity: Q2 2025 in Review

1,846 of the 7,603 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.