We are live on ! Find out more
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
1IA
1826
1620 Investment Advisors
Massachusetts
$1.41K
DWA
1827
Delos Wealth Advisors
Texas
$1.38K +$1.45K +8 New
VWM
1828
Vermillion Wealth Management
Minnesota
$1.38K
HIA
1829
HFM Investment Advisors
New Jersey
$1.38K +$725 +4 +100%
T
1830
Transce3nd
Texas
$1.21K -$181K -1,000 -99%
FCAS
1831
First Command Advisory Services
Texas
$1.21K
ACA
1832
American Capital Advisory
Idaho
$1.21K +$181 +1 +17%
RPA
1833
Redwood Park Advisors
California
$1.03K
QWM
1834
Quaker Wealth Management
New Jersey
$1.03K +$1.09K +6 New
SWIM
1835
Smallwood Wealth Investment Management
New Jersey
$1.03K +$1.09K +6 New
TWD
1836
True Wealth Design
Ohio
$1.01K -$4.9K -27 -82%
PMAM
1837
Picton Mahoney Asset Management
Ontario, Canada
$1K -$918K -5,063 -100%
Q1WB
1838
Quest 10 Wealth Builders
Virginia
$888
CCM
1839
Chilton Capital Management
Texas
$863 +$907 +5 New
OW
1840
Olistico Wealth
Oklahoma
$862
HFS
1841
Hughes Financial Services
Virginia
$804 -$4.71K -26 -81%
WOC
1842
West Oak Capital
California
$690
IAS
1843
IMA Advisory Services
Colorado
$690 +$725 +4 New
IWM
1844
Inlight Wealth Management
Georgia
$517
DF
1845
DecisionPoint Financial
Arizona
$346 +$363 +2 New
ECU
1846
Egerton Capital (UK)
United Kingdom
-$526M -2,381,496 Closed
Winslow Capital Management
1847
Winslow Capital Management
Minnesota
-$311M -1,410,196 Closed
GQG Partners
1848
GQG Partners
Florida
-$266M -1,203,502 Closed
ZIG
1849
Zurich Insurance Group
Switzerland
-$103M -467,276 Closed
NLGIA
1850
Nippon Life Global Investors Americas
New York
-$69.3M -313,680 Closed

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.