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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
OAM
1576
Oxford Asset Management
United Kingdom
$212K +$223K +1,228 New
NG
1577
Norden Group
Utah
$212K +$1.45K +8 +0.7%
ZBNA
1578
Zions Bancorporation, National Association
Utah
$211K -$306K -1,688 -58%
PCS
1579
Personal CFO Solutions
New Jersey
$210K -$20.3K -112 -8%
SAG
1580
SageView Advisory Group
California
$208K -$19.8K -109 -7%
BFG
1581
Birch Financial Group
New Hampshire
$208K +$218K +1,204 New
BWG
1582
Boomfish Wealth Group
Georgia
$207K
FA
1583
FDx Advisors
Illinois
$207K +$7.8K +43 +4%
CSI
1584
Cross Staff Investments
New York
$207K
PWW
1585
Pettyjohn Wood & White
Virginia
$207K
RPSA
1586
Richard P. Slaughter Associates
Texas
$207K
SNB
1587
Security National Bank
Nebraska
$207K
SCA
1588
Sulzberger Capital Advisors
Florida
$207K
WSCM
1589
Wellington Shields Capital Management
New York
$207K
IWM
1590
Integris Wealth Management
California
$207K +$218K +1,200 New
AWM
1591
Aviso Wealth Management
Washington
$206K +$217K +1,196 New
CCFCSB
1592
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
JIP
1593
Jaffetilchin Investment Partners
Florida
$206K -$37.2K -205 -15%
GA
1594
GSG Advisors
New Jersey
$206K -$17.2K -95 -7%
PWA
1595
Physician Wealth Advisors
Utah
$206K +$23.2K +128 +12%
AC
1596
Apella Capital
Connecticut
$204K -$14.1K -78 -6%
HWA
1597
HMV Wealth Advisors
Louisiana
$204K -$552K -3,046 -72%
BFAG
1598
Blackston Financial Advisory Group
Florida
$203K
WC
1599
Waterloo Capital
Texas
$203K -$11.8K -65 -5%
M
1600
MYeCFO
California
$202K

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.