We are live on ! Find out more
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
ETC
1601
Exchange Traded Concepts
Oklahoma
$201K -$1.63M -8,974 -89%
FI
1602
Finivi Inc
Massachusetts
$201K +$1.63K +9 +0.8%
SS
1603
SBI Securities
Japan
$196K +$37K +204 +22%
JFA
1604
JNBA Financial Advisors
Minnesota
$196K
KWM
1605
Kiker Wealth Management
Georgia
$191K +$64.2K +354 +47%
CCA
1606
Catalyst Capital Advisors
New York
$188K -$13.4K -74 -6%
FIA
1607
FNY Investment Advisers
New York
$184K +$194K +1,069 New
OC
1608
Oakworth Capital
Alabama
$176K -$8.52K -47 -4%
IWA
1609
Icon Wealth Advisors
Texas
$164K -$174K -957 -50%
AWM
1610
Atticus Wealth Management
Florida
$159K +$167K +920 New
OA
1611
Operose Advisors
Wisconsin
$158K
WPWM
1612
Western Pacific Wealth Management
Illinois
$151K
TLA
1613
Tanglewood Legacy Advisors
Texas
$150K
HWM
1614
Hemington Wealth Management
Virginia
$148K -$14K -77 -8%
GIA
1615
GHP Investment Advisors
Colorado
$147K
EWM
1616
Evermay Wealth Management
Virginia
$146K
CWM
1617
Crowley Wealth Management
Delaware
$144K
PWMAI
1618
PENSION & WEALTH MANAGEMENT ADVISORS, INC.
Massachusetts
$138K +$18K +99 +14%
Cohen & Steers
1619
Cohen & Steers
New York
$138K +$145K +800 New
HFS
1620
Hopwood Financial Services
Virginia
$138K
PFG
1621
Putney Financial Group
California
$138K
EPW
1622
Evergreen Private Wealth
Colorado
$132K -$33.7K -186 -20%
LI
1623
LRI Investments
Florida
$131K -$81.1K -447 -2%
WTA
1624
Washington Trust Advisors
Massachusetts
$131K -$41.3K -228 -23%
PMFA
1625
Plante Moran Financial Advisors
Michigan
$129K -$39.9K -220 -23%

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.