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Fiserv
FI

Overview Fund Activity

1,814 hedge funds and large institutions have $84B invested in Fiserv in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 729 increasing their positions, 662 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-90
Holders Change %
-4.73%
% of All Funds
24.31%
Holding in Top 10
85
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-36.09%
% of All Funds
1.14%
New
181
Increased
729
Reduced
662
Closed
228
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M

Top Buyers

1
D.E. Shaw & Co
D.E. Shaw & Co
New York
+$426M
2
Marshall Wace
Marshall Wace
United Kingdom
+$357M
3
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$318M
4
Jane Street
Jane Street
New York
+$244M
5
Millennium Management
Millennium Management
New York
+$227M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$2.19B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$1.52B
3
Fidelity Investments
Fidelity Investments
Massachusetts
-$961M
4
ECU
Egerton Capital (UK)
United Kingdom
-$526M
5
BlackRock
BlackRock
New York
-$387M
Name Holding Trade Value Shares
Change 		Shares
Change %
VAS
1876
Vestmark Advisory Solutions
Massachusetts
– -$674K -3,052 Closed
FPAS
1877
Focus Partners Advisor Solutions
Missouri
– -$629K -2,848 Closed
LHC
1878
Little House Capital
Massachusetts
– -$623K -2,820 Closed
LG
1879
Leuthold Group
Minnesota
– -$585K -2,650 Closed
KIM
1880
Kane Investment Management
California
– -$573K -2,593 Closed
RP
1881
Riverwater Partners
Wisconsin
– -$572K -2,591 Closed
SAW
1882
Signal Advisors Wealth
Michigan
– -$567K -2,567 Closed
FCI
1883
Financial Counselors Inc
Kansas
– -$565K -2,560 Closed
FAM
1884
Fred Alger Management
New York
– -$545K -2,470 Closed
GAA
1885
Global Assets Advisory
Florida
– -$503K -2,403 Closed
FBC
1886
Fairfield, Bush & Co
Connecticut
– -$527K -2,385 Closed
CL
1887
CSS LLC
Illinois
– -$526K -2,380 Closed
WCF
1888
West Coast Financial
California
– -$506K -2,292 Closed
JWM
1889
Jackson Wealth Management
Florida
– -$504K -2,281 Closed
Parallax Volatility Advisers
1890
Parallax Volatility Advisers
California
– -$467K -2,117 Closed
CI
1891
Corient IA
Florida
– -$442K -2,000 Closed
AI
1892
AXS Investments
New York
– -$428K -1,940 Closed
OWP
1893
Obermeyer Wealth Partners
Colorado
– -$421K -1,907 Closed
DAS
1894
Diversify Advisory Services
Utah
– -$345K -1,861 Closed
PL
1895
Plancorp LLC
Missouri
– -$409K -1,851 Closed
GPW
1896
Genesis Private Wealth
Virginia
– -$384K -1,741 Closed
MAM
1897
Marquette Asset Management
Minnesota
– -$373K -1,690 Closed
CCB
1898
Cutter & Co Brokerage
Missouri
– -$372K -1,685 Closed
FRA
1899
Front Row Advisors
California
– -$372K -1,684 Closed
Westfield Capital Management
1900
Westfield Capital Management
Massachusetts
– -$364K -1,650 Closed
74 75
76
77 78