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
WJWM
951
Williams Jones Wealth Management
New York
$1.3M
RCM
952
Radnor Capital Management
Pennsylvania
$1.3M
AAP
953
Arax Advisory Partners
Colorado
$1.29M
EAM
954
Eukles Asset Management
Ohio
$1.29M
MAM
955
Mystic Asset Management
Rhode Island
$1.28M
LFAS
956
Level Four Advisory Services
Texas
$1.28M
MCCA
957
Mill Creek Capital Advisors
Pennsylvania
$1.28M
LWL
958
Leo Wealth LLC
Texas
$1.27M
ST
959
Spinnaker Trust
Maine
$1.26M
WA
960
Waverly Advisors
Alabama
$1.26M
VC
961
Veracity Capital
Georgia
$1.25M
RCM
962
Ridgepath Capital Management
Tennessee
$1.25M
LFA
963
Legend Financial Advisors
Pennsylvania
$1.24M
WB
964
WesBanco Bank
West Virginia
$1.24M
1CP
965
17 Capital Partners
Arizona
$1.24M
PPA
966
Pacific Point Advisors
California
$1.23M
LGA
967
Lebenthal Global Advisors
New York
$1.23M
PCA
968
Purkiss Capital Advisors
Connecticut
$1.23M
JWCA
969
J.W. Cole Advisors
Florida
$1.22M
RB
970
Renasant Bank
Mississippi
$1.22M
MSAM
971
Moloney Securities Asset Management
Missouri
$1.21M
VFA
972
Voya Financial Advisors
Connecticut
$1.21M
GDP
973
Great Diamond Partners
Maine
$1.21M
DWM
974
Dogwood Wealth Management
Kansas
$1.2M
DIA
975
Dean Investment Associates
Ohio
$1.2M