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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
SL
1776
Salomon & Ludwin
Virginia
$8.45K
GC
1777
GFG Capital
Florida
$8.1K +$8.52K +47 New
TH
1778
TCTC Holdings
Texas
$7.59K
IMC
1779
Investment Management Corporation
Virginia
$7.41K -$510K -2,814 -98%
RJA
1780
Ross\Johnson & Associates
Minnesota
$7.24K
SHIM
1781
Stone House Investment Management
Pennsylvania
$6.72K -$181 -1 -3%
DPW
1782
DiNuzzo Private Wealth
Pennsylvania
$6.72K +$181 +1 +3%
KIM
1783
Kestra Investment Management
Texas
$6.63K
BWL
1784
Bogart Wealth LLC
Virginia
$6.55K -$725 -4 -10%
T
1785
Tidemark
California
$6.38K +$1.81K +10 +37%
MAWAG
1786
Mid-American Wealth Advisory Group
Missouri
$6.38K +$6.71K +37 New
W
1787
WealthCollab
Washington
$6.21K +$4.9K +27 +300%
TF
1788
Tompkins Financial
New York
$6.03K
CIAM
1789
Caitong International Asset Management
Hong Kong
$6.03K +$1.27K +7 +25%
VWA
1790
Valued Wealth Advisors
Utah
$5.86K
RWPA
1791
Richard W. Paul & Associates
Michigan
$5.86K +$363 +2 +6%
TIM
1792
Total Investment Management
Arizona
$5.86K +$6.17K +34 New
LFA
1793
LGT Financial Advisors
Texas
$5.69K +$5.99K +33 New
BHWM
1794
Bay Harbor Wealth Management
Maryland
$5.52K +$2K +11 +52%
BL
1795
BFSG LLC
California
$5.34K -$803K -4,427 -99%
AWM
1796
Activest Wealth Management
Florida
$5.34K -$18K -99 -76%
FW
1797
Fairway Wealth
Ohio
$5.17K
FUBT
1798
First United Bank & Trust
Maryland
$5K
TCA
1799
Trifecta Capital Advisors
Illinois
$4.83K
HFS
1800
Horizon Financial Services
North Carolina
$4.66K

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.