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
OAM
2001
Occidental Asset Management
California
SYBT
2002
Stock Yards Bank & Trust
Kentucky
MAM
2003
Milestone Asset Management
Pennsylvania
HWA
2004
Heartwood Wealth Advisors
Virginia
MBI
2005
May Barnhard Investments
Maryland
LIM
2006
Lathrop Investment Management
Arkansas
AWAP
2007
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
AWM
2008
Avaii Wealth Management
Wisconsin
CRI
2009
Colonial River Investments
Virginia
C
2010
Certuity
Florida
AC
2011
ASB Consultores
Florida
VPF
2012
Vantage Point Financial
Illinois
CIP
2013
Convergence Investment Partners
Florida
VFG
2014
Victory Financial Group
Texas
FAT
2015
First American Trust
California
HWM
2016
Hobbs Wealth Management
Indiana
BOTPPF
2017
Board of the Pension Protection Fund
United Kingdom
ACM
2018
Accent Capital Management
Ohio
RTC
2019
Riverview Trust Company
Washington
TCM
2020
TruNorth Capital Management
Michigan
HCP
2021
Hexagon Capital Partners
Arkansas
CM
2022
Capula Management
Cayman Islands
BC
2023
Bayforest Capital
United Kingdom
HIIFS
2024
Harel Insurance Investments & Financial Services
Israel
WPA
2025
West Paces Advisors
Georgia