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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
JWCA
976
J.W. Cole Advisors
Florida
$1.22M +$138K +763 +12%
RB
977
Renasant Bank
Mississippi
$1.22M +$501K +2,764 +64%
MSAM
978
Moloney Securities Asset Management
Missouri
$1.21M -$117K -645 -8%
VFA
979
Voya Financial Advisors
Connecticut
$1.21M +$79.1K +436 +7%
GDP
980
Great Diamond Partners
Maine
$1.21M +$1.27M +7,019 New
DWM
981
Dogwood Wealth Management
Kansas
$1.2M +$62.2K +343 +5%
DIA
982
Dean Investment Associates
Ohio
$1.2M +$99K +546 +8%
SCP
983
Sender Company & Partners
New York
$1.19M +$1.26M +6,931 New
CPA
984
Court Place Advisors
Maryland
$1.19M -$48.1K -265 -4%
A
985
AlphaQuest
New York
$1.19M +$438K +2,413 +54%
LT
986
Legacy Trust
Michigan
$1.19M -$3.63K -20 -0.3%
MW
987
Maia Wealth
Colorado
$1.19M -$79.6K -439 -6%
LAM
988
LECAP Asset Management
United Kingdom
$1.18M +$1.25M +6,873 New
TCA
989
Transcend Capital Advisors
New Jersey
$1.18M -$696K -3,839 -36%
ACA
990
Anchor Capital Advisors
Massachusetts
$1.18M -$25.4K -140 -2%
BCWM
991
Bartlett & Co Wealth Management
Ohio
$1.18M -$18K -99 -1%
HSA
992
HBK Sorce Advisory
Pennsylvania
$1.17M -$35.9K -198 -3%
TCOV
993
Trust Company of Vermont
Vermont
$1.17M -$19K -105 -2%
BRWA
994
B. Riley Wealth Advisors
Florida
$1.17M +$1.23M +6,806 New
SIA
995
SkyView Investment Advisors
New Jersey
$1.17M -$12.9K -71 -1%
Empower Advisory Group
996
Empower Advisory Group
Colorado
$1.17M +$34.1K +188 +3%
WF
997
Wayfinding Financial
Washington
$1.17M -$46.8K -258 -3%
SIG
998
Sky Investment Group
Connecticut
$1.16M +$323K +1,780 +36%
SMC
999
Smith, Moore & Co
Missouri
$1.16M -$62.4K -344 -5%
HCM
1000
Hengehold Capital Management
Ohio
$1.15M +$40.1K +221 +3%

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.