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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
CWP
1176
Curated Wealth Partners
California
$654K +$111K +614 +19%
LWAM
1177
Legacy Wealth Asset Management
Minnesota
$651K +$6.89K +38 +1%
PAP
1178
Persistent Asset Partners
Hong Kong
$647K +$680K +3,752 New
SCM
1179
Shelton Capital Management
Colorado
$646K -$6.71K -37 -1%
HBW
1180
Hazlett, Burt & Watson
West Virginia
$645K +$312K +1,720 +85%
KWM
1181
KFG Wealth Management
Indiana
$645K +$56K +309 +9%
AI
1182
Accredited Investors
Minnesota
$644K +$340K +1,875 +101%
TW
1183
TritonPoint Wealth
Maryland
$644K +$343K +1,890 +102%
EWA
1184
EverSource Wealth Advisors
Alabama
$644K -$110K -604 -14%
PSP
1185
Principal Street Partners
Tennessee
$644K +$16.1K +89 +2%
GCC
1186
Guardian Capital (Canada)
Ontario, Canada
$644K +$677K +3,733 New
GM
1187
GeoWealth Management
Illinois
$640K +$6.71K +37 +1%
BTI
1188
Blue Trust Inc
Georgia
$640K -$227K -1,250 -25%
HFA
1189
Hutchinson Financial Advisors
Virginia
$636K +$669K +3,690 New
CI
1190
Conning Inc
Connecticut
$632K -$199K -1,100 -23%
MMEA
1191
Main Management ETF Advisors
California
$632K +$10.9K +60 +2%
KFP
1192
KMG Fiduciary Partners
Ohio
$630K
CC
1193
Carlson Capital
Texas
$621K +$653K +3,600 New
EDRH
1194
Edmond de Rothschild Holding
Switzerland
$616K -$196K -1,082 -23%
CIA
1195
Citadel Investment Advisory
Ohio
$612K
SFS
1196
Sowell Financial Services
Arkansas
$610K +$56.9K +314 +10%
BA
1197
Bridgewater Advisors
New York
$608K -$11.6K -64 -1%
BWP
1198
BSW Wealth Partners
Colorado
$607K +$2.18K +12 +0.3%
HWA
1199
Heritage Wealth Advisors
Virginia
$605K -$1.45K -8 -0.2%
CIG
1200
Cascade Investment Group
Colorado
$596K

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.