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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
EM
1426
Excalibur Management
Massachusetts
$309K -$31.7K -175 -9%
SW
1427
SVB Wealth
Massachusetts
$308K +$324K +1,787 New
TPWA
1428
TRUE Private Wealth Advisors
Oregon
$308K +$15.6K +86 +5%
CFP
1429
Cascade Financial Partners
California
$307K
OPA
1430
Old Port Advisors
Maine
$306K +$2.18K +12 +0.7%
FG
1431
Fiduciary Group
Georgia
$305K +$12.7K +70 +4%
QFPS
1432
Quantum Financial Planning Services
Washington
$304K
LFG
1433
Larson Financial Group
Missouri
$304K +$81.8K +451 +34%
T
1434
TOBAM
France
$303K +$319K +1,758 New
SI
1435
Seeds Investor
New York
$301K -$139K -767 -31%
TPI
1436
Trust Point Inc
Wisconsin
$301K -$22.1K -122 -7%
BIG
1437
Brookwood Investment Group
Arizona
$301K +$316K +1,743 New
ARC
1438
Advisor Resource Council
Texas
$300K -$3.51M -19,365 -92%
PIWA
1439
Prevail Innovative Wealth Advisors
Kansas
$300K
TCOT
1440
Trust Company of Toledo
Ohio
$300K -$2.54K -14 -0.8%
KFS
1441
Kaizen Financial Strategies
California
$300K +$544 +3 +0.2%
SIM
1442
Sentry Investment Management
Wisconsin
$299K
SEIA
1443
Signature Estate & Investment Advisors
California
$299K -$7.98K -44 -2%
NHC
1444
Nicholas Hoffman & Company
Georgia
$297K +$3.45K +19 +1%
MG
1445
Mather Group
Illinois
$297K -$59.7K -329 -16%
IWA
1446
IVC Wealth Advisors
Pennsylvania
$297K +$544 +3 +0.2%
NPF
1447
Norris Perne & French
Michigan
$296K -$18.1K -100 -6%
JSW
1448
Journey Strategic Wealth
New Jersey
$296K +$18.7K +103 +6%
HTIM
1449
Harbour Trust & Investment Management
Indiana
$296K
FHC
1450
First Heartland Consultants
Missouri
$296K +$5.08K +28 +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.