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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
MIA
1201
MMBG Investment Advisors
Florida
$595K
SIG
1202
Sargent Investment Group
Maryland
$594K -$26.3K -145 -3%
GD
1203
Grandfield & Dodd
New York
$594K
MHC
1204
May Hill Capital
Massachusetts
$593K -$16.3K -90 -3%
CGL
1205
Clarius Group LLC
Washington
$589K -$93.4K -515 -13%
RPCONE
1206
Retirement Planning Company of New England
Rhode Island
$588K -$907 -5 -0.1%
RMDI
1207
R.M. Davis Inc
Maine
$585K +$190K +1,045 +44%
TCPW
1208
Twin City Private Wealth
North Carolina
$585K +$23K +127 +4%
TTWM
1209
TCV Trust & Wealth Management
Virginia
$584K +$615K +3,389 New
OL
1210
Optas LLC
Texas
$584K +$18.9K +104 +3%
PCP
1211
Proficio Capital Partners
Massachusetts
$583K +$158K +870 +35%
FFA
1212
Florida Financial Advisors
Florida
$576K +$130K +719 +27%
AWM
1213
Angeles Wealth Management
California
$576K +$20.7K +114 +4%
SWP
1214
Strategic Wealth Partners
Ohio
$574K +$604K +3,332 New
HIC
1215
Holderness Investments Company
North Carolina
$573K -$7.25K -40 -1%
LRWA
1216
Long Run Wealth Advisors
New York
$572K +$59.8K +330 +11%
Walleye Trading
1217
Walleye Trading
New York
$570K -$14.3M -78,627 -96%
MC
1218
Miramar Capital
Illinois
$569K -$49.9K -275 -8%
CM
1219
Caption Management
Oklahoma
$569K +$598K +3,300 New
CFP
1220
Catalyst Financial Partners
Massachusetts
$566K +$46.8K +258 +9%
LI
1221
LVZ Inc
Michigan
$566K
APW
1222
Aventura Private Wealth
Florida
$565K -$262K -1,444 -31%
WFI
1223
West Family Investments
California
$564K +$244K +1,348 +70%
CWIG
1224
Chung Wu Investment Group
Texas
$562K -$54.4K -300 -8%
PP
1225
PDS Planning
Ohio
$561K -$30.5K -168 -5%

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.