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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
AFP
2026
Ausdal Financial Partners
Iowa
-$220K -997 Closed
HWA
2027
HCR Wealth Advisors
California
-$219K -992 Closed
CCP
2028
Clarity Capital Partners
California
-$218K -987 Closed
JSL
2029
JT Stratford LLC
Georgia
-$216K -980 Closed
FBFS
2030
First Business Financial Services
Wisconsin
-$216K -979 Closed
FC
2031
Financial Council
Maryland
-$215K -975 Closed
FSA
2032
Fort Sheridan Advisors
Illinois
-$215K -975 Closed
CCG
2033
Coastwise Capital Group
California
-$214K -971 Closed
OAM
2034
Occidental Asset Management
California
-$213K -965 Closed
SYBT
2035
Stock Yards Bank & Trust
Kentucky
-$213K -964 Closed
MAM
2036
Milestone Asset Management
Pennsylvania
-$210K -952 Closed
HWA
2037
Heartwood Wealth Advisors
Virginia
-$210K -950 Closed
MBI
2038
May Barnhard Investments
Maryland
-$208K -944 Closed
LIM
2039
Lathrop Investment Management
Arkansas
-$207K -939 Closed
AWAP
2040
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$205K -930 Closed
AWM
2041
Avaii Wealth Management
Wisconsin
-$205K -929 Closed
C
2042
Certuity
Florida
-$205K -928 Closed
CRI
2043
Colonial River Investments
Virginia
-$205K -928 Closed
AC
2044
ASB Consultores
Florida
-$204K -924 Closed
VPF
2045
Vantage Point Financial
Illinois
-$203K -919 Closed
CIP
2046
Convergence Investment Partners
Florida
-$202K -913 Closed
FAT
2047
First American Trust
California
-$202K -913 Closed
VFG
2048
Victory Financial Group
Texas
-$202K -913 Closed
HWM
2049
Hobbs Wealth Management
Indiana
-$201K -912 Closed
BOTPPF
2050
Board of the Pension Protection Fund
United Kingdom
-$199K -900 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.