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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
CCMI
1801
Creative Capital Management Investments
California
$4.66K +$4.9K +27 New
BIM
1802
Breakwater Investment Management
Washington
$4.31K
TFM
1803
TFC Financial Management
Massachusetts
$4.31K
HWP
1804
Highline Wealth Partners
California
$4.31K -$5.8K -32 -56%
PWA
1805
Principia Wealth Advisory
Texas
$4.31K +$1.63K +9 +56%
HWA
1806
HHM Wealth Advisors
Tennessee
$3.97K
FWM
1807
FSA Wealth Management
Massachusetts
$3.96K
RI
1808
Ridgewood Investments
New Jersey
$3.88K
FIM
1809
FWL Investment Management
Texas
$3.62K
NMG
1810
New Millennium Group
Utah
$3.62K
BHWM
1811
Beaird Harris Wealth Management
Texas
$3.62K +$3.81K +21 New
EP
1812
Essential Partners
California
$3.62K +$3.81K +21 New
WCM
1813
WealthTrak Capital Management
Virginia
$3.45K -$2.72K -15 -43%
GEA
1814
Glen Eagle Advisors
New Jersey
$2.76K
SRCM
1815
Signature Resources Capital Management
California
$2.76K +$2.9K +16 New
SIC
1816
SJS Investment Consulting
Ohio
$2.59K -$4.35K -24 -62%
SC
1817
Stephens Consulting
Michigan
$2.59K +$2.72K +15 New
NL
1818
NVWM LLC
Pennsylvania
$2.41K -$978K -5,393 -100%
WA
1819
WestEnd Advisors
North Carolina
$2.24K -$544 -3 -19%
JFG
1820
JDM Financial Group
Texas
$2.24K
DI
1821
DAGCO Inc
Ohio
$2.07K
PS
1822
PayPay Securities
Japan
$2.07K +$725 +4 +50%
STB
1823
S&T Bank
Pennsylvania
$1.9K +$544 +3 +38%
CSC
1824
Caldwell Sutter Capital
California
$1.72K
PWM
1825
Parkworth Wealth Management
California
$1.55K +$363 +2 +29%

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.