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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
GFP
1401
Gryphon Financial Partners
Ohio
$333K -$28.7K -158 -8%
KFSC
1402
Keystone Financial Services (Colorado)
Colorado
$332K +$34.6K +191 +11%
OWA
1403
Opal Wealth Advisors
New York
$331K -$254K -1,403 -42%
PWP
1404
Phillips Wealth Planners
Mississippi
$330K +$2.54K +14 +0.7%
HP
1405
Highlander Partners
Texas
$328K
IC
1406
Iconiq Capital
California
$326K -$209K -1,152 -38%
PFA
1407
Pure Financial Advisors
California
$325K +$176K +972 +107%
HHRDM
1408
H&H Retirement Design & Management
Nevada
$324K +$20.9K +115 +6%
PWG
1409
Portside Wealth Group
Utah
$323K +$25K +138 +8%
DP
1410
Dearborn Partners
Illinois
$322K -$2.18K -12 -0.6%
VI
1411
Versor Investments
New York
$317K -$7.25K -40 -2%
CAU
1412
Caxton Associates (UK)
$317K -$9.14M -50,402 -96%
OCM
1413
Osterweis Capital Management
California
$317K +$93.9K +518 +39%
CA
1414
Crewe Advisors
Utah
$316K +$363 +2 +0.1%
HBT
1415
Heartland Bank & Trust
Illinois
$316K -$10.5K -58 -3%
LPAM
1416
Lodestar Private Asset Management
California
$316K
NAM
1417
NTV Asset Management
West Virginia
$315K -$2K -11 -0.6%
IC
1418
Inscription Capital
Texas
$314K +$330K +1,821 New
GWANC
1419
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K +$9.97K +55 +3%
FNBOMD
1420
First National Bank of Mount Dora
Florida
$312K -$18.1K -100 -5%
CH
1421
Cromwell Holdings
Wyoming
$312K
RWB
1422
RMR Wealth Builders
New Jersey
$311K -$4.71K -26 -1%
MAWA
1423
Moss Adams Wealth Advisors
Washington
$310K -$52.8K -291 -14%
MSS
1424
Mitchell Sinkler & Starr
Pennsylvania
$310K +$47.5K +262 +17%
CNBT
1425
Canandaigua National Bank & Trust
New York
$309K -$10.3K -57 -3%

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.