We are live on ! Find out more
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
CP
1301
Clarendon Private
Massachusetts
$453K -$275K -1,516 -37%
BPWM
1302
BCS Private Wealth Management
New Jersey
$450K +$473K +2,609 New
PTC
1303
Private Trust Company
Ohio
$450K +$3.08K +17 +0.7%
ONB
1304
Old National Bancorp
Indiana
$449K +$80.5K +444 +21%
RF
1305
Rossby Financial
Florida
$449K -$8.16K -45 -2%
BBP
1306
Banco BTG Pactual
Brazil
$448K +$255K +1,408 +118%
PWM
1307
Perigon Wealth Management
California
$446K -$163K -900 -26%
NB
1308
Northwest Bancshares
Pennsylvania
$445K +$7.62K +42 +2%
IAS
1309
Insigneo Advisory Services
Florida
$444K -$292K -1,612 -38%
TCM
1310
Teza Capital Management
Illinois
$443K +$71.6K +395 +18%
FM
1311
Foster & Motley
Ohio
$443K -$9.97K -55 -2%
CWM
1312
Connecticut Wealth Management
Connecticut
$443K
MT
1313
Midwest Trust
Kansas
$439K +$462K +2,549 New
FBT
1314
First Bank & Trust
South Dakota
$438K +$9.25K +51 +2%
PBO
1315
Peoples Bank (Ohio)
Ohio
$436K -$13.4K -74 -3%
BW
1316
Blalock Williams
Alabama
$436K +$43.9K +242 +11%
WA
1317
WBH Advisory
Maryland
$434K
SPI
1318
Santori & Peters Inc
Pennsylvania
$433K -$1.63K -9 -0.4%
HIP
1319
Harrell Investment Partners
Texas
$433K -$1.87M -10,333 -80%
KWA
1320
Kingswood Wealth Advisors
California
$430K -$328K -1,808 -42%
AA
1321
Advisory Alpha
Michigan
$430K +$56.6K +312 +14%
IGAM
1322
iA Global Asset Management
Quebec, Canada
$428K -$13.4M -73,756 -97%
LAM
1323
L2 Asset Management
Massachusetts
$427K +$12K +66 +3%
BAM
1324
Belpointe Asset Management
Nevada
$421K -$124K -682 -22%
JCM
1325
Janney Capital Management
Pennsylvania
$421K

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.