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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
IPAM
2001
Investment Partners Asset Management
New Jersey
-$234K -1,058 Closed
CJ
2002
Caitlin John
Michigan
-$233K -1,053 Closed
FFA
2003
Fairfield Financial Advisors
Massachusetts
-$231K -1,048 Closed
FI
2004
Financial Insights
Washington
-$231K -1,045 Closed
MA
2005
MJP Associates
Connecticut
-$231K -1,044 Closed
YIA
2006
YHB Investment Advisors
Connecticut
-$230K -1,043 Closed
OAS
2007
Optivise Advisory Services
Tennessee
-$230K -1,041 Closed
Flossbach Von Storch
2008
Flossbach Von Storch
Germany
-$230K -1,040 Closed
TW
2009
Traveka Wealth
California
-$229K -1,038 Closed
EHC
2010
Everett Harris & Co
California
-$228K -1,032 Closed
SIMG
2011
Sonora Investment Management Group
Arizona
-$227K -1,029 Closed
FFWA
2012
Forthright Family Wealth Advisory
Texas
-$227K -1,028 Closed
LRIA
2013
Leonard Rickey Investment Advisors
Washington
-$218K -1,025 Closed
FFA
2014
First Foundation Advisors
California
-$225K -1,021 Closed
RPGK
2015
Retirement Planning Group (Kansas)
Kansas
-$225K -1,018 Closed
FFA
2016
Fi3 Financial Advisors
Indiana
-$224K -1,015 Closed
HAS
2017
Holland Advisory Services
Florida
-$224K -1,014 Closed
FG
2018
Foster Group
Iowa
-$222K -1,004 Closed
1CM
2019
1492 Capital Management
Wisconsin
-$221K -1,000 Closed
BDA
2020
Borer Denton & Associates
Pennsylvania
-$221K -1,000 Closed
CM
2021
Cercano Management
Washington
-$221K -1,000 Closed
CWM
2022
Challenger Wealth Management
California
-$221K -1,000 Closed
E3F
2023
Eight 31 Financial
Texas
-$221K -1,000 Closed
PWS
2024
Proactive Wealth Strategies
Georgia
-$221K -1,000 Closed
HWM
2025
Hohimer Wealth Management
Washington
-$220K -998 Closed

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.