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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
FIA
1251
Foundations Investment Advisors
Arizona
$521K -$279K -1,537 -34%
EP
1252
EPIQ Partners
Minnesota
$521K +$8.16K +45 +2%
BFA
1253
Beaumont Financial Advisors
Massachusetts
$521K +$34.5K +190 +7%
Walleye Capital
1254
Walleye Capital
New York
$518K +$86K +474 +19%
LWMM
1255
Legacy Wealth Management (Mississippi)
Mississippi
$517K
AA
1256
Alta Advisers
United Kingdom
$513K
SOS
1257
Silver Oak Securities
Tennessee
$511K +$23.9K +132 +5%
LCGC
1258
Legacy Capital Group California
California
$510K +$4.71K +26 +0.9%
EFS
1259
Essex Financial Services
Connecticut
$510K -$82K -452 -13%
BOS
1260
Bank of Stockton
California
$508K
ILI
1261
Invesco LLC (Illinois)
Illinois
$506K +$54.2K +299 +11%
TWM
1262
Trueblood Wealth Management
Ohio
$505K +$23.4K +129 +5%
RS
1263
R Squared
Hong Kong
$505K -$63.8K -352 -11%
CSA
1264
Cornerstone Select Advisors
Missouri
$503K -$131K -723 -20%
SAM
1265
Strategy Asset Managers
California
$501K -$16K -88 -3%
FNFDCM
1266
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$501K
FHA
1267
Flagship Harbor Advisors
Massachusetts
$500K -$1.81K -10 -0.3%
DBRC
1268
D.B. Root & Company
Pennsylvania
$499K +$116K +637 +28%
WA
1269
Wambolt & Associates
Colorado
$499K +$106K +586 +25%
FCP
1270
Fidelis Capital Partners
Florida
$497K -$20.7K -114 -3%
TCM
1271
Tributary Capital Management
Nebraska
$497K +$45.3K +250 +10%
DW30
1272
Drucker Wealth 3.0
New Jersey
$494K -$148K -818 -22%
PJSIMP
1273
P.J. Schmidt Investment Management (PJS)
Wisconsin
$494K
CFS
1274
CRA Financial Services
New Jersey
$493K
FWA
1275
Flagship Wealth Advisors
Massachusetts
$492K

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.