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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
PSFG
1751
Park Square Financial Group
Georgia
$16.7K -$2.36K -13 -12%
CFD
1752
Creative Financial Designs
Indiana
$16.6K -$363 -2 -2%
WA
1753
Whipplewood Advisors
Colorado
$16.6K +$2.18K +12 +14%
RWML
1754
RAFFA WEALTH MANAGEMENT, LLC
District of Columbia
$16.4K -$2.18K -12 -11%
BC
1755
Barrett & Company
Rhode Island
$15.5K
DAM
1756
Delta Asset Management
Tennessee
$15.5K
PP
1757
PFS Partners
New Jersey
$15.5K
CIAS
1758
CBIZ Investment Advisory Services
Ohio
$14.7K +$10.2K +56 +193%
PW
1759
Pandora Wealth
Illinois
$14K +$6.71K +37 +84%
NWM
1760
Nova Wealth Management
Florida
$13.1K +$5.26K +29 +62%
BSB
1761
Bangor Savings Bank
Maine
$13.1K +$13.8K +76 New
BCMLT
1762
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
RAM
1763
Riggs Asset Management
Pennsylvania
$12.8K +$9.25K +51 +222%
AT
1764
Arlington Trust
Alabama
$12.6K
AW
1765
Avion Wealth
Texas
$12K +$907 +5 +7%
RTL
1766
Red Tortoise LLC
Georgia
$11.6K
YP
1767
YANKCOM Partnership
South Dakota
$10.7K
SAS
1768
Spurstone Advisory Services
Connecticut
$10.3K +$10.9K +60 New
IWM
1769
IMG Wealth Management
Florida
$9.65K +$10.2K +56 New
BFS
1770
Bare Financial Services
Pennsylvania
$9.14K +$7.62K +42 +382%
LFASL
1771
Lugano Financial Advisors SA (LFA)
Switzerland
$9.14K +$9.61K +53 New
MPW
1772
MASECO Private Wealth
$9.14K +$9.61K +53 New
HI
1773
Hoey Investments
Pennsylvania
$8.97K
CWM
1774
Consultiva Wealth Management
Puerto Rico
$8.79K
YAL
1775
Your Advocates Ltd
Texas
$8.62K

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.