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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
CC
1326
Cadinha & Co
Hawaii
$421K -$15.6M -85,985 -97%
AUB
1327
Atlantic Union Bankshares
Virginia
$420K +$197K +1,088 +81%
FFG
1328
Fortem Financial Group
California
$420K -$571K -3,147 -56%
CPRC
1329
Consolidated Portfolio Review Corp
New York
$418K +$440K +2,425 New
CWA
1330
CM Wealth Advisors
Ohio
$416K
CG
1331
Corundum Group
Colorado
$414K
MHC
1332
Meyer Handelman Company
New York
$414K
MSFP
1333
Mark Sheptoff Financial Planning
Connecticut
$411K +$1.63K +9 +0.4%
CCA
1334
Childress Capital Advisors
Texas
$408K +$3.81K +21 +0.9%
CWS
1335
Cypress Wealth Services
California
$406K +$155K +857 +57%
TFA
1336
Tranquilli Financial Advisor
New Jersey
$402K +$107K +591 +34%
BCM
1337
Brown Capital Management
Maryland
$401K -$174K -960 -29%
CFFP
1338
Center for Financial Planning
Michigan
$399K
CSPIA
1339
Cary Street Partners Investment Advisory
Virginia
$399K +$12.7K +70 +3%
WF
1340
WoodTrust Financial
Wisconsin
$398K -$54.4K -300 -12%
BWG
1341
Berry Wealth Group
Texas
$398K -$4.17K -23 -1%
WWM
1342
Western Wealth Management
Colorado
$397K +$17K +94 +4%
BCG
1343
Breakwater Capital Group
New Jersey
$397K +$5.08K +28 +1%
LI
1344
Lafayette Investments
Maryland
$394K -$272K -1,500 -40%
PWM
1345
Power Wealth Management
Georgia
$394K +$49.5K +273 +14%
IWM
1346
IHT Wealth Management
Illinois
$393K -$18.7K -103 -4%
IBOK
1347
Independence Bank of Kentucky
Kentucky
$392K +$41.7K +230 +11%
TC
1348
Truvestments Capital
Florida
$388K -$35K -193 -8%
AF
1349
Arrow Financial
New York
$388K
WCM
1350
WealthBridge Capital Management
Ohio
$384K

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.