FISV

Fiserv Inc

1,832 hedge funds and large institutions have $84.3B invested in Fiserv Inc in 2025 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 738 increasing their positions, 664 reducing their positions, and 235 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: 184 | Existing positions closed: 235

24% less capital invested

Capital invested by funds: $111B → $84.3B (-$26.6B)

36% less funds holding in top 10

Funds holding in top 10: 13486 (-48)

Holders
1,832
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
86
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
RSWM
676
Robertson Stephens Wealth Management
California
$3.63M
CA
677
Cornerstone Advisors
North Carolina
$3.62M
MC
678
Moors & Cabot
Massachusetts
$3.6M
PA
679
Pinnacle Associates
New York
$3.59M
EF
680
Empirical Finance
Pennsylvania
$3.59M
VanEck Associates
681
VanEck Associates
New York
$3.56M
FMWA
682
Forvis Mazars Wealth Advisors
Missouri
$3.56M
BAM
683
Broyhill Asset Management
North Carolina
$3.56M
BCM
684
Birch Capital Management
Texas
$3.55M
FWM
685
FFT Wealth Management
Pennsylvania
$3.51M
Carson Wealth (CWM LLC)
686
Carson Wealth (CWM LLC)
Nebraska
$3.51M
MWM
687
Mission Wealth Management
California
$3.51M
AAS
688
Avantax Advisory Services
Texas
$3.48M
CAM
689
Cresset Asset Management
Illinois
$3.47M
APIM
690
Agate Pass Investment Management
Washington
$3.46M
SLI
691
Sumitomo Life Insurance
Japan
$3.41M
ECM
692
Everence Capital Management
Indiana
$3.4M
DCM
693
Davidson Capital Management
Texas
$3.39M
WCM
694
Westend Capital Management
California
$3.38M
IRAG
695
Investment Research & Advisory Group
Georgia
$3.38M
SCM
696
Sterling Capital Management
North Carolina
$3.32M
MFG
697
Merit Financial Group
Georgia
$3.3M
TC
698
TownSquare Capital
Utah
$3.3M
CCM
699
Cox Capital Management
Massachusetts
$3.29M
TMAM
700
Tokio Marine Asset Management
Japan
$3.28M