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
LCM
951
Legato Capital Management
California
$1.32M
CAMG
952
CWA Asset Management Group
Florida
$1.31M
PFGIA
953
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M
WJWM
954
Williams Jones Wealth Management
New York
$1.3M
RCM
955
Radnor Capital Management
Pennsylvania
$1.3M
AAP
956
Arax Advisory Partners
Colorado
$1.29M
EAM
957
Eukles Asset Management
Ohio
$1.29M
MAM
958
Mystic Asset Management
Rhode Island
$1.28M
LFAS
959
Level Four Advisory Services
Texas
$1.28M
MCCA
960
Mill Creek Capital Advisors
Pennsylvania
$1.28M
LWL
961
Leo Wealth LLC
Texas
$1.27M
ST
962
Spinnaker Trust
Maine
$1.26M
WA
963
Waverly Advisors
Alabama
$1.26M
VC
964
Veracity Capital
Georgia
$1.25M
RCM
965
Ridgepath Capital Management
Tennessee
$1.25M
LFA
966
Legend Financial Advisors
Pennsylvania
$1.24M
WB
967
WesBanco Bank
West Virginia
$1.24M
1CP
968
17 Capital Partners
Arizona
$1.24M
PPA
969
Pacific Point Advisors
California
$1.23M
LGA
970
Lebenthal Global Advisors
New York
$1.23M
PCA
971
Purkiss Capital Advisors
Connecticut
$1.23M
JWCA
972
J.W. Cole Advisors
Florida
$1.22M
RB
973
Renasant Bank
Mississippi
$1.22M
MSAM
974
Moloney Securities Asset Management
Missouri
$1.21M
VFA
975
Voya Financial Advisors
Connecticut
$1.21M