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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
HCM
1676
Hollencrest Capital Management
California
$53.3K
SN
1677
Sittner & Nelson
Oregon
$50.3K +$18.1K +100 +52%
1M
1678
1248 Management
Missouri
$49K
RFG
1679
REAP Financial Group
Texas
$48.9K +$35.2K +194 +216%
BIA
1680
Bell Investment Advisors
California
$48.8K -$544 -3 -1%
EB
1681
Eastern Bank
Massachusetts
$47.8K -$9.07K -50 -15%
SVWA
1682
Sarver Vrooman Wealth Advisors
Missouri
$47.4K -$18K -99 -26%
ME
1683
McIlrath & Eck
Washington
$46.9K -$234K -1,290 -83%
CWP
1684
Concord Wealth Partners
Virginia
$46.9K -$7.07K -39 -13%
MAS
1685
MPWM Advisory Solutions
Georgia
$44.8K -$725 -4 -2%
NFSG
1686
Newbridge Financial Services Group
Florida
$44.8K
FFO
1687
Fortitude Family Office
Arizona
$43.8K -$15.8K -87 -26%
MMG
1688
Monetary Management Group
Missouri
$43.1K
SC
1689
Solstein Capital
California
$42.8K +$45K +248 New
CPG
1690
Cornerstone Planning Group
New Jersey
$42.2K +$1.09K +6 +2%
GSWM
1691
Golden State Wealth Management
California
$42.1K +$40.1K +221 +961%
MCA
1692
Midwest Capital Advisors
Michigan
$42.1K
PWMG
1693
Private Wealth Management Group
New Jersey
$41.4K +$3.26K +18 +8%
QL
1694
Quarry LP
New York
$41.2K +$43.3K +239 New
CGA
1695
Compound Global Advisors
Washington
$40.9K -$175K -963 -80%
MWA
1696
Medallion Wealth Advisors
Connecticut
$40.7K
RWA
1697
Redmont Wealth Advisors
Illinois
$39.8K +$41.9K +231 New
TPWA
1698
Twin Peaks Wealth Advisors
California
$39.4K +$53.9K +297 New
RF
1699
Roxbury Financial
New Jersey
$39.3K
VNA
1700
Valley National Advisers
Pennsylvania
$38K -$36.1K -199 -47%

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.