Here’s Why Fiserv (FI) Traded Down in Q2

Columbia Threadneedle Investments, an investment management company, released its “Columbia Threadneedle Global Technology Growth Strategy” second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The market experienced volatility at the start of the quarter due to heightened uncertainty from global tariffs as part of the new U.S. administration. Later, the market rebounded with the implementation of a more lenient trade policy. The composite returned 25.11% gross of fees and 24.85% net of fees in the quarter, compared to the S&P Global 1200 Information Technology Index’s 23.66% return.  In addition, you can check the fund’s top 5 holdings for its best picks for 2025.

In its second-quarter 2025 investor letter, Columbia Threadneedle Global Technology Growth Strategy highlighted stocks such as Fiserv, Inc. (NYSE:FI). Fiserv, Inc. (NYSE:FI) is a payment and fintech services provider. The one-month return of Fiserv, Inc. (NYSE:FI) was -5.37%, and its shares lost 26.43% of their value over the last 52 weeks. On September 22, 2025, Fiserv, Inc. (NYSE:FI) stock closed at $130.48 per share, with a market capitalization of $70.928 billion.

Columbia Threadneedle Global Technology Growth Strategy stated the following regarding Fiserv, Inc. (NYSE:FI) in its second quarter 2025 investor letter:

“That said, the quarter was not without its challenges. Our position in Fiserv, Inc. (NYSE:FI) which lost over 20% during the quarter, as the market grew concerned about the company’s ability to grow without acquiring additional assets. The increasingly difficult setup — the market had been expecting the company’s transaction processing platform Clover to show accelerating growth, but management commentary suggested subdued growth — caused investors to rethink the prevailing market narrative.”

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Fiserv, Inc. (NYSE:FI) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 94 hedge fund portfolios held Fiserv, Inc. (NYSE:FI) at the end of the second quarter, up from 72 in the previous quarter. In the second quarter of 2025, Fiserv, Inc.’s (NYSE:FI) adjusted revenue grew 8% to $5.2 billion. While we acknowledge the risk and potential of Fiserv, Inc. (NYSE:FI) as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns and doing so within a shorter time frame. If you are looking for an AI stock that is more promising than Fiserv, Inc. (NYSE:FI) and that has 10,000% upside potential, check out our report about this cheapest AI stock.

In another article, we covered Fiserv, Inc. (NYSE:FI) and shared Broyhill Asset Management’s views on the company. In addition, please check out our hedge fund investor letters Q2 2025 page for more investor letters from hedge funds and other leading investors.

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Disclosure: None. This article is originally published at Insider Monkey.