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
TW
1976
Traveka Wealth
California
EHC
1977
Everett Harris & Co
California
SIMG
1978
Sonora Investment Management Group
Arizona
FFWA
1979
Forthright Family Wealth Advisory
Texas
LRIA
1980
Leonard Rickey Investment Advisors
Washington
FFA
1981
First Foundation Advisors
California
RPGK
1982
Retirement Planning Group (Kansas)
Kansas
FFA
1983
Fi3 Financial Advisors
Indiana
HAS
1984
Holland Advisory Services
Florida
FG
1985
Foster Group
Iowa
1CM
1986
1492 Capital Management
Wisconsin
E3F
1987
Eight 31 Financial
Texas
PWS
1988
Proactive Wealth Strategies
Georgia
CWM
1989
Challenger Wealth Management
California
BDA
1990
Borer Denton & Associates
Pennsylvania
CM
1991
Cercano Management
Washington
HWM
1992
Hohimer Wealth Management
Washington
AFP
1993
Ausdal Financial Partners
Iowa
HWA
1994
HCR Wealth Advisors
California
CCP
1995
Clarity Capital Partners
California
JSL
1996
JT Stratford LLC
Georgia
FBFS
1997
First Business Financial Services
Wisconsin
FSA
1998
Fort Sheridan Advisors
Illinois
FC
1999
Financial Council
Maryland
CCG
2000
Coastwise Capital Group
California