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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
1IA
1501
1834 Investment Advisors
Wisconsin
$257K
PWAM
1502
Private Wealth Asset Management
Iowa
$257K -$13.2K -73 -5%
KCM
1503
Kathmere Capital Management
Pennsylvania
$257K +$19.2K +106 +8%
RIL
1504
Rothschild Investment LLC
Illinois
$256K +$51.5K +284 +24%
AWM
1505
Accurate Wealth Management
Florida
$255K +$30.3K +167 +12%
RT
1506
Rockland Trust
Massachusetts
$255K
CAM
1507
Creekmur Asset Management
Illinois
$252K +$56.6K +312 +27%
KMWM
1508
Keudell/Morrison Wealth Management
Oregon
$252K -$7.25K -40 -3%
CAAS
1509
Capital Asset Advisory Services
Michigan
$251K -$90K -496 -25%
SBFM
1510
S-Bank Fund Management
Finland
$249K -$22.3K -123 -8%
AWA
1511
AGH Wealth Advisors
Kansas
$249K +$5.08K +28 +2%
MAM
1512
Mainsail Asset Management
Alabama
$248K +$2.18K +12 +0.8%
JSSH
1513
J. Safra Sarasin Holding
$247K -$164K -903 -39%
CCA
1514
Cottonwood Capital Advisors
Utah
$247K +$1.09K +6 +0.4%
EFM
1515
E Fund Management
China
$247K -$5.44K -30 -2%
CAM
1516
Claret Asset Management
Quebec, Canada
$247K +$2.54K +14 +1%
ACM
1517
Alethea Capital Management
Washington
$247K +$260K +1,432 New
Wolverine Trading
1518
Wolverine Trading
Illinois
$247K +$260K +1,431 New
SSWM
1519
Sheets Smith Wealth Management
North Carolina
$246K -$539K -2,972 -68%
UWM
1520
USAdvisors Wealth Management
Minnesota
$246K -$11.8K -65 -4%
RA
1521
RFG Advisory
Alabama
$245K +$31.7K +175 +14%
RZH
1522
Relyea Zuckerberg Hanson
Connecticut
$245K -$14K -77 -5%
CCM
1523
Chickasaw Capital Management
Tennessee
$244K
IP
1524
Isthmus Partners
Wisconsin
$243K -$27.2K -150 -10%
CAS
1525
CTC Alternative Strategies
Illinois
$241K +$254K +1,400 New

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.