FISV

Fiserv Inc

1,835 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, 739 increasing their positions, 667 reducing their positions, and 237 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: 237

24% less capital invested

Capital invested by funds: $111B → $84.3B (-$26.5B)

36% less funds holding in top 10

Funds holding in top 10: 13486 (-48)

Holders
1,835
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
MMM
926
Mendel Money Management
Illinois
$1.41M
YDMI
927
Y.D. More Investments
Israel
$1.41M
JWM
928
JGP Wealth Management
Oregon
$1.41M
GC
929
Grimes & Company
Massachusetts
$1.4M
DWM
930
Darwin Wealth Management
Florida
$1.4M
IFS
931
Ifrah Financial Services
Arkansas
$1.4M
PK
932
Pflug Koory
Nebraska
$1.4M
NB
933
NBT Bank
New York
$1.39M
MCM
934
Manchester Capital Management
Vermont
$1.39M
IFWM
935
Institute for Wealth Management
Colorado
$1.39M
FMLI
936
Fukoku Mutual Life Insurance
Japan
$1.39M
TFS
937
Thoroughbred Financial Services
Tennessee
$1.38M
SG
938
StoneX Group
New York
$1.38M
KPWS
939
Kestra Private Wealth Services
Texas
$1.37M
Koshinski Asset Management
940
Koshinski Asset Management
Illinois
$1.37M
RIM
941
Redwood Investment Management
Arizona
$1.37M
LC
942
Landaas & Company
Wisconsin
$1.37M
USCWA
943
U.S. Capital Wealth Advisors
Texas
$1.36M
SAMC
944
Spectrum Asset Management (California)
California
$1.35M
PA
945
Profund Advisors
Maryland
$1.34M
BBWP
946
Beacon Bridge Wealth Partners
Pennsylvania
$1.34M
MWM
947
MorganRosel Wealth Management
Colorado
$1.33M
RWM
948
Ritholtz Wealth Management
New York
$1.33M
SAM
949
Smartleaf Asset Management
Massachusetts
$1.33M
IDA
950
Intelligence Driven Advisers
California
$1.32M