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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
NC
1701
NewSquare Capital
Pennsylvania
$37.9K -$6.11M -33,690 -99%
HNW
1702
High Note Wealth
Minnesota
$37.9K -$18.9K -104 -32%
KSB
1703
Kennebec Savings Bank
Maine
$37.9K
KC
1704
Knuff & Co
California
$37.9K
CYG
1705
Clean Yield Group
Vermont
$36.9K
AAG
1706
Armstrong Advisory Group
Massachusetts
$36.6K +$24.7K +136 +179%
CJH
1707
Christopher J. Hasenberg
Wisconsin
$35.7K +$25.8K +142 +218%
MSWA
1708
Marshall & Sterling Wealth Advisors
New York
$35.3K +$31.7K +175 +583%
FDCP
1709
Foster Dykema Cabot & Partners
Massachusetts
$34.5K
CS
1710
Clear Street
New York
$34.5K +$36.3K +200 New
MSWM
1711
Mowery & Schoenfeld Wealth Management
Illinois
$34.1K
HIMS
1712
Hager Investment Management Services
New Hampshire
$33.6K +$35.4K +195 New
PWMG
1713
Prestige Wealth Management Group
New Jersey
$31.4K
MSG
1714
Main Street Group
Virginia
$31.2K
PPA
1715
Painted Porch Advisors
California
$30.5K
WWM
1716
Wolff Wiese Magana
California
$30.2K -$13.8K -76 -30%
GCM
1717
Gables Capital Management
Florida
$29.5K
PB
1718
Pinnacle Bancorp
Nebraska
$27.9K +$4.17K +23 +17%
BDL
1719
Banque de Luxembourg
Luxembourg
$27.6K
AF
1720
Alerus Financial
North Dakota
$27.6K +$29K +160 New
ADL
1721
Asset Dedication LLC
California
$27.1K +$12.2K +67 +74%
DF
1722
Dunhill Financial
United Kingdom
$26.8K -$181 -1 -0.6%
RFS
1723
Richardson Financial Services
Massachusetts
$26.4K -$4.71K -26 -15%
CMA
1724
Cedar Mountain Advisors
Oregon
$26K
BGAI
1725
Bruce G. Allen Investments
Colorado
$25.9K -$27.6K -152 -50%

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.