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FISV

Fiserv Inc
FISV

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: 1,937 → 1,846 (-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: 134 → 86 (-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

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$448M
2
Marshall Wace
Marshall Wace
United Kingdom
+$375M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$334M
4
Jane Street
Jane Street
New York
+$257M
5
Millennium Management
Millennium Management
New York
+$239M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.3B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
4
ECU
Egerton Capital (UK)
United Kingdom
-$526M
5
BlackRock
BlackRock
New York
-$407M
Name Holding Trade Value Shares
Change 		Change in
Stake
CVM
1001
Cheviot Value Management
California
$1.15M +$104K +576 +7%
MPM
1002
Meritage Portfolio Management
Kansas
$1.15M – – –
WT
1003
Whittier Trust
California
$1.14M +$598K +3,300 +100%
TAM
1004
Trust Asset Management
Texas
$1.13M – – –
CWM
1005
Centurion Wealth Management
Virginia
$1.13M -$327K -1,801 -22%
KTM
1006
Keeler Thomas Management
Utah
$1.13M -$2.19M -12,072 -65%
YC
1007
Yarbrough Capital
Tennessee
$1.12M – – –
AWMT
1008
AAFMAA Wealth Management & Trust
North Carolina
$1.12M -$132K -729 -10%
HWAM
1009
Hennion & Walsh Asset Management
New Jersey
$1.12M +$87.4K +482 +8%
KWM
1010
Kingsview Wealth Management
Oregon
$1.11M +$38.6K +213 +3%
TA
1011
Tectonic Advisors
Texas
$1.11M +$91K +502 +8%
CBT
1012
CoreFirst Bank & Trust
Kansas
$1.1M – – –
WPC
1013
Wedmont Private Capital
Pennsylvania
$1.1M -$79.6K -439 -6%
NP
1014
NorthRock Partners
Minnesota
$1.1M +$3.08K +17 +0.3%
CUAMC
1015
China Universal Asset Management Company
China
$1.09M -$2.76M -15,200 -71%
BTW
1016
Boston Trust Walden
Massachusetts
$1.09M – – –
UCB
1017
United Community Bank
South Carolina
$1.09M +$116K +640 +11%
PSC
1018
Prentiss Smith & Co
Vermont
$1.08M +$56.6K +312 +5%
BTD
1019
BankPlus Trust Department
Mississippi
$1.07M -$106K -583 -9%
SCTC
1020
Sanibel Captiva Trust Company
Florida
$1.07M -$199K -1,096 -15%
FAIM
1021
Financial Advocates Investment Management
Washington
$1.07M -$38.3K -211 -3%
GC
1022
Gould Capital
Washington
$1.07M +$1.45K +8 +0.1%
CBUSF
1023
Construction & Building Unions Superannuation Fund
Australia
$1.05M +$218K +1,200 +24%
SIA
1024
Soltis Investment Advisors
Utah
$1.04M -$3.16M -17,426 -74%
1SB
1025
1ST Source Bank
Indiana
$1.04M +$244K +1,343 +29%
39 40
41
42 43

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.