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
NRC
1951
New Republic Capital
North Carolina
CC
1952
Courier Capital
New York
AAMC
1953
Asset Allocation & Management Company
Illinois
MWM
1954
Modern Wealth Management
Kansas
IAN
1955
Integrated Advisors Network
Texas
BW
1956
BIP Wealth
Georgia
BCM
1957
BluePath Capital Management
Georgia
ACG
1958
Allen Capital Group
Nebraska
KCM
1959
Kornitzer Capital Management
Kansas
FOA
1960
Five Oceans Advisors
California
FFP
1961
FourThought Financial Partners
Florida
TL
1962
Tradewinds LLC
North Carolina
MWA
1963
Muirfield Wealth Advisors
North Carolina
G
1964
GenTrust
Florida
WGAM
1965
Wilkinson Global Asset Management
New York
CPA
1966
Cardiff Park Advisors
California
IPAM
1967
Investment Partners Asset Management
New Jersey
CAM
1968
CPA Asset Management
Florida
CJ
1969
Caitlin John
Michigan
FFA
1970
Fairfield Financial Advisors
Massachusetts
FI
1971
Financial Insights
Washington
MA
1972
MJP Associates
Connecticut
YIA
1973
YHB Investment Advisors
Connecticut
OAS
1974
Optivise Advisory Services
Tennessee
Flossbach Von Storch
1975
Flossbach Von Storch
Germany