1,817 hedge funds and large institutions have $84B invested in Fiserv in 2025 Q2 according to their latest regulatory filings, with 182 funds opening new positions, 731 increasing their positions, 662 reducing their positions, and 233 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

22% less first-time investments, than exits

New positions opened: 182 | Existing positions closed: 233

24% less capital invested

Capital invested by funds: $111B → $84B (-$26.6B)

36% less funds holding in top 10

Funds holding in top 10: 13385 (-48)

Holders
1,817
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
85
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$764M
Puts
$435M
Net Calls
Net Calls Change

Top Buyers

1 +$426M
2 +$357M
3 +$318M
4
Jane Street
Jane Street
New York
+$244M
5
Millennium Management
Millennium Management
New York
+$227M

Top Sellers

1 -$2.19B
2 -$1.52B
3 -$961M
4
ECU
Egerton Capital (UK)
United Kingdom
-$526M
5
BlackRock
BlackRock
New York
-$387M
Name Holding Trade Value Shares
Change
Change in
Stake
AIA
1926
Affinity Investment Advisors
California
AO
1927
Advisor OS
Illinois
WMWM
1928
Whitaker-Myers Wealth Managers
Ohio
BCM
1929
Birmingham Capital Management
Alabama
SIM
1930
Stratos Investment Management
Ohio
SMA
1931
Seven Mile Advisory
New Jersey
CAS
1932
Coppell Advisory Solutions
Texas
WB
1933
West Bancorporation
Iowa
FFA
1934
Founders Financial Alliance
North Carolina
EI
1935
eCIO Inc
Wisconsin
VWM
1936
Vigilare Wealth Management
Arizona
AIP
1937
Arrowpoint Investment Partners
Singapore
KWMG
1938
King Wealth Management Group
Florida
TNB
1939
Thomasville National Bank
Georgia
QPWM
1940
Quadrant Private Wealth Management
Pennsylvania
AA
1941
Auxano Advisors
Washington
SIG
1942
Stonegate Investment Group
Alabama
RIG
1943
RiverFront Investment Group
Virginia
WHCI
1944
W.H. Cornerstone Investments
Massachusetts
BSHC
1945
Breed's Hill Capital
Massachusetts
KV
1946
Kickstand Ventures
New York
BWL
1947
Basepoint Wealth LLC
Iowa
I
1948
INVST
Indiana
GIA
1949
Gateway Investment Advisers
Ohio
WCM
1950
Wedge Capital Management
North Carolina