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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
JSAM
1951
J. Safra Asset Management
New York
-$293K -1,326 Closed
NI
1952
Natural Investments
California
-$288K -1,308 Closed
LWM
1953
Laidlaw Wealth Management
New York
-$286K -1,297 Closed
AHL
1954
Abel Hall LLC
Louisiana
-$286K -1,293 Closed
LSIA
1955
LaSalle St. Investment Advisors
Illinois
-$281K -1,273 Closed
PFW
1956
Petros Family Wealth
Minnesota
-$281K -1,271 Closed
FW
1957
FullCircle Wealth
Texas
-$223K -1,251 Closed
RFP
1958
Root Financial Partners
California
-$276K -1,250 Closed
AIA
1959
Affinity Investment Advisors
California
-$275K -1,247 Closed
AO
1960
Advisor OS
Illinois
-$272K -1,233 Closed
WMWM
1961
Whitaker-Myers Wealth Managers
Ohio
-$269K -1,220 Closed
BCM
1962
Birmingham Capital Management
Alabama
-$268K -1,212 Closed
SIM
1963
Stratos Investment Management
Ohio
-$262K -1,187 Closed
SMA
1964
Seven Mile Advisory
New Jersey
-$260K -1,176 Closed
CAS
1965
Coppell Advisory Solutions
Texas
-$218K -1,175 Closed
FFA
1966
Founders Financial Alliance
North Carolina
-$258K -1,170 Closed
WB
1967
West Bancorporation
Iowa
-$258K -1,170 Closed
EI
1968
eCIO Inc
Wisconsin
-$258K -1,167 Closed
AIP
1969
Arrowpoint Investment Partners
Singapore
-$256K -1,160 Closed
VWM
1970
Vigilare Wealth Management
Arizona
-$256K -1,160 Closed
KWMG
1971
King Wealth Management Group
Florida
-$255K -1,154 Closed
TNB
1972
Thomasville National Bank
Georgia
-$254K -1,149 Closed
QPWM
1973
Quadrant Private Wealth Management
Pennsylvania
-$253K -1,146 Closed
AA
1974
Auxano Advisors
Washington
-$253K -1,144 Closed
SIG
1975
Stonegate Investment Group
Alabama
-$252K -1,140 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.