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FISV

Fiserv Inc
FISV

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: 1,937 → 1,846 (-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: 134 → 86 (-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

Top Buyers

Rank Fund Capital Flow
1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$448M
2
Marshall Wace
Marshall Wace
United Kingdom
+$375M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$334M
4
Jane Street
Jane Street
New York
+$257M
5
Millennium Management
Millennium Management
New York
+$239M

Top Sellers

Rank Fund Capital Flow
1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.3B
2
JP Morgan Chase
JP Morgan Chase
New York
-$1.6B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$1.01B
4
ECU
Egerton Capital (UK)
United Kingdom
-$526M
5
BlackRock
BlackRock
New York
-$407M
Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
1926
Jackson Wealth Management
Florida
– -$504K -2,281 Closed
Parallax Volatility Advisers
1927
Parallax Volatility Advisers
California
– -$467K -2,117 Closed
CI
1928
Corient IA
Florida
– -$442K -2,000 Closed
AI
1929
AXS Investments
New York
– -$428K -1,940 Closed
OWP
1930
Obermeyer Wealth Partners
Colorado
– -$421K -1,907 Closed
DAS
1931
Diversify Advisory Services
Utah
– -$345K -1,861 Closed
PL
1932
Plancorp LLC
Missouri
– -$409K -1,851 Closed
GPW
1933
Genesis Private Wealth
Virginia
– -$384K -1,741 Closed
MAM
1934
Marquette Asset Management
Minnesota
– -$373K -1,690 Closed
CCB
1935
Cutter & Co Brokerage
Missouri
– -$372K -1,685 Closed
FRA
1936
Front Row Advisors
California
– -$372K -1,684 Closed
Westfield Capital Management
1937
Westfield Capital Management
Massachusetts
– -$364K -1,650 Closed
CWM
1938
Chemistry Wealth Management
New York
– -$363K -1,644 Closed
CWA
1939
Cura Wealth Advisors
Illinois
– -$359K -1,627 Closed
HC
1940
Hourglass Capital
Texas
– -$357K -1,618 Closed
FA
1941
Fermata Advisors
California
– -$357K -1,617 Closed
GJWM
1942
Gilliland Jeter Wealth Management
Arkansas
– -$353K -1,598 Closed
OCBCO
1943
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$347K -1,571 Closed
CIAS
1944
Capital Investment Advisory Services
North Carolina
– -$346K -1,569 Closed
SI
1945
Severin Investments
Missouri
– -$337K -1,526 Closed
MPM
1946
MBB Public Markets
Illinois
– -$317K -1,434 Closed
FA
1947
Fedenia Advisers
Wisconsin
– -$314K -1,420 Closed
SWA
1948
SFMG Wealth Advisors
Texas
– -$301K -1,365 Closed
WIA
1949
Wetzel Investment Advisors
Indiana
– -$299K -1,356 Closed
LAM
1950
Longboard Asset Management
Arizona
– -$295K -1,334 Closed
76 77
78
79 80

FISV Hedge Fund Activity: Q2 2025 in Review

1,846 of the 7,600 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.