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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
24.29%
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
SB
1101
Simmons Bank
Arkansas
$833K +$312K +1,718 +55%
BPA
1102
Beacon Pointe Advisors
California
$831K -$88.5K -488 -9%
V
1103
VeraBank
Texas
$827K -$118K -650 -12%
PWP
1104
Principle Wealth Partners
Connecticut
$826K +$5.26K +29 +0.6%
CA
1105
Crumly & Associates
Illinois
$825K +$31.2K +172 +4%
OWA
1106
One Wealth Advisors
California
$815K +$3.81K +21 +0.4%
MWM
1107
Meridian Wealth Management
Kentucky
$815K -$10.2K -56 -1%
OIA
1108
Optimum Investment Advisors
Illinois
$800K +$4.53K +25 +0.5%
WIA
1109
Westbourne Investment Advisors
Maryland
$799K -$32.8K -181 -4%
EI
1110
Ellevest Inc
New York
$796K +$23.4K +129 +3%
IA
1111
IFC Advisors
California
$796K -$19.4K -107 -2%
LSA
1112
Leonteq Securities AG
Switzerland
$795K -$91.2K -503 -10%
AWP
1113
Abacus Wealth Partners
California
$794K +$13.1K +72 +2%
JAG
1114
Journey Advisory Group
Kentucky
$789K -$21.4K -118 -3%
MYIA
1115
Mount Yale Investment Advisors
Colorado
$788K +$112K +619 +16%
RBI
1116
Raiffeisen Bank International
Austria
$787K
FAM
1117
Fairtree Asset Management
South Africa
$787K +$828K +4,565 New
EIP
1118
Ellis Investment Partners
Pennsylvania
$777K -$6.89K -38 -0.8%
RGC
1119
Roberts, Glore & Co
Illinois
$777K +$33.5K +185 +4%
JMFC
1120
J.M. Forbes & Co
Massachusetts
$773K -$106K -583 -12%
RAG
1121
RIA Advisory Group
Iowa
$772K -$317K -1,748 -28%
ERSOT
1122
Employees Retirement System of Texas
Texas
$767K +$807K +4,451 New
OIS
1123
Okabena Investment Services
Minnesota
$767K -$281K -1,552 -26%
CT
1124
Caldwell Trust
Florida
$766K +$31.7K +175 +4%
MCA
1125
Magnolia Capital Advisors
Mississippi
$765K -$25K -138 -3%

FISV Hedge Fund Activity: Q2 2025 in Review

1,846 of the 7,601 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.