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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
PA
926
PFG Advisors
Arizona
$1.42M +$1.5M +8,254 New
CFG
927
Cooper Financial Group
California
$1.41M -$43K -237 -3%
AA
928
Addison Advisors
Vermont
$1.41M -$1.81K -10 -0.1%
MMM
929
Mendel Money Management
Illinois
$1.41M +$1.48M +8,172 New
YDMI
930
Y.D. More Investments
Israel
$1.41M +$1.12M +6,202 +317%
JWM
931
JGP Wealth Management
Oregon
$1.41M +$29K +160 +2%
GC
932
Grimes & Company
Massachusetts
$1.4M +$60.6K +334 +4%
DWM
933
Darwin Wealth Management
Florida
$1.4M +$612K +3,377 +72%
IFS
934
Ifrah Financial Services
Arkansas
$1.4M -$17K -94 -1%
PK
935
Pflug Koory
Nebraska
$1.4M
NB
936
NBT Bank
New York
$1.39M -$39.2K -216 -3%
MCM
937
Manchester Capital Management
Vermont
$1.39M -$277K -1,528 -16%
IFWM
938
Institute for Wealth Management
Colorado
$1.39M +$331K +1,826 +29%
FMLI
939
Fukoku Mutual Life Insurance
Japan
$1.39M +$1.02M +5,649 +237%
TFS
940
Thoroughbred Financial Services
Tennessee
$1.38M -$1.04M -5,708 -42%
SG
941
StoneX Group
New York
$1.38M +$479K +2,643 +49%
KPWS
942
Kestra Private Wealth Services
Texas
$1.37M +$11.2K +62 +0.8%
Koshinski Asset Management
943
Koshinski Asset Management
Illinois
$1.37M -$307K -1,695 -18%
RIM
944
Redwood Investment Management
Arizona
$1.37M +$353K +1,949 +33%
LC
945
Landaas & Company
Wisconsin
$1.37M -$56.4K -311 -4%
USCWA
946
U.S. Capital Wealth Advisors
Texas
$1.36M -$24.5K -135 -2%
SAMC
947
Spectrum Asset Management (California)
California
$1.35M +$1.42M +7,817 New
PA
948
Profund Advisors
Maryland
$1.34M -$59.7K -329 -4%
BBWP
949
Beacon Bridge Wealth Partners
Pennsylvania
$1.34M -$1.81K -10 -0.1%
MWM
950
MorganRosel Wealth Management
Colorado
$1.33M +$1.4M +7,699 +18,331%

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.