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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
BCM
1276
Blume Capital Management
California
$491K -$276K -1,524 -35%
PWMAG
1277
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$14K +77 +3%
LCM
1278
Laurion Capital Management
New York
$482K +$507K +2,796 New
AR
1279
Apeiron RIA
Texas
$481K -$3.45K -19 -0.7%
SCM
1280
Schnieders Capital Management
California
$480K +$87.6K +483 +21%
S
1281
Sunpointe
Missouri
$479K +$504K +2,780 New
FB
1282
Finward Bancorp
Indiana
$476K
BFA
1283
Beacon Financial Advisory
Ohio
$475K -$99.7K -550 -17%
WTC
1284
WhitTier Trust Company
Nevada
$474K -$14.5K -80 -3%
VIM
1285
Vista Investment Management
Pennsylvania
$472K -$18.1K -100 -4%
OTPPB
1286
Ontario Teachers' Pension Plan Board
Ontario, Canada
$472K -$85.4K -471 -15%
AWA
1287
Aaron Wealth Advisors
Illinois
$472K -$81.6K -450 -14%
RWP
1288
RWA Wealth Partners
Massachusetts
$471K
RFW
1289
Rainier Family Wealth
Washington
$470K -$87.8K -484 -15%
PDL
1290
Portfolio Design Labs
California
$469K -$452K -2,491 -48%
IAA
1291
Ironsides Asset Advisors
North Carolina
$467K +$18K +99 +4%
AC
1292
AlphaCore Capital
California
$467K +$169K +934 +53%
SAM
1293
Secure Asset Management
Michigan
$465K +$489K +2,698 New
PPWP
1294
Premier Path Wealth Partners
New Jersey
$464K -$9.25K -51 -2%
SG
1295
Somerset Group
Minnesota
$464K
DWP
1296
Daymark Wealth Partners
Ohio
$461K +$121K +667 +33%
TIA
1297
Tiemann Investment Advisors
California
$458K
SMA
1298
Sage Mountain Advisors
Georgia
$457K -$2.54K -14 -0.5%
CFO
1299
CVA Family Office
Colorado
$455K -$12.5K -69 -3%
CWG
1300
Cornerstone Wealth Group
North Carolina
$454K -$8.34K -46 -2%

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.