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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
ESB
1551
Essex Savings Bank
Connecticut
$226K +$36.5K +201 +18%
WA1
1552
Wimmer Associates 1
California
$226K
AMM
1553
American Money Management
California
$226K
PWPS
1554
Pinnacle Wealth Planning Services
Ohio
$224K -$36.6K -202 -13%
CA
1555
Capital Advantage
California
$223K +$16.9K +93 +8%
FPGT
1556
Financial Partners Group (Tennessee)
Tennessee
$223K
EAM
1557
Empirical Asset Management
Massachusetts
$223K +$33.2K +183 +16%
FFA
1558
Fragasso Financial Advisors
Pennsylvania
$223K -$6.17K -34 -3%
BF
1559
bLong Financial
Tennessee
$222K
ML
1560
McAdam LLC
Pennsylvania
$222K +$4.35K +24 +2%
IIM
1561
Ipswich Investment Management
Massachusetts
$222K
KP
1562
Kitching Partners
Pennsylvania
$221K +$5.62K +31 +2%
PPW
1563
Presilium Private Wealth
Pennsylvania
$221K
PWM
1564
Pines Wealth Management
North Carolina
$221K -$72.9K -402 -24%
LSA
1565
Lion Street Advisors
Texas
$220K +$232K +1,277 New
CA
1566
Continuum Advisory
Idaho
$220K +$33.5K +185 +17%
DFA
1567
DHJJ Financial Advisors
Illinois
$218K -$544 -3 -0.2%
KOMWMG
1568
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K
KSWWM
1569
Keyes Stange & Wooten Wealth Management
Florida
$217K -$19K -105 -8%
AGC
1570
Aspen Grove Capital
Colorado
$216K +$227K +1,252 New
CCAM
1571
Cascades Capital Asset Management
North Carolina
$216K
CDWM
1572
Campbell Deegan Wealth Management
Virginia
$215K
CCA
1573
Carrera Capital Advisors
Michigan
$215K -$32.1K -177 -12%
MCM
1574
Monument Capital Management
Virginia
$214K
1WM
1575
1858 Wealth Management
Ohio
$213K -$6.17K -34 -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.