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
VFA
1026
Valeo Financial Advisors
Indiana
$1.03M
PCTC
1027
Perkins Coie Trust Company
Washington
$1.03M
DA
1028
Drake & Associates
Wisconsin
$1.03M
SP
1029
Stonebrook Private
Michigan
$1.03M
CT
1030
Chicago Trust
Illinois
$1.03M
FRA
1031
Frank Rimerman Advisors
California
$1.03M
BWP
1032
Burling Wealth Partners
Illinois
$1.02M
I
1033
InceptionR
California
$1.02M
APWM
1034
Argonautica Private Wealth Management
Massachusetts
$1.01M
FIM
1035
Freedom Investment Management
Connecticut
$1M
BCAM
1036
Boston Common Asset Management
Massachusetts
$1M
JF
1037
Jump Financial
Illinois
$1M
CB
1038
Community Bank
New York
$998K
CCIA
1039
Campbell & Co Investment Adviser
Maryland
$993K
CF
1040
Copperwynd Financial
Arizona
$989K
DAS
1041
Dynamic Advisor Solutions
Arizona
$983K
NAS
1042
Nicolet Advisory Services
Wisconsin
$980K
SFP
1043
Shepherd Financial Partners
Massachusetts
$974K
RIA
1044
Regal Investment Advisors
Michigan
$973K
MA
1045
Mutual Advisors
Nebraska
$971K
CIA
1046
Cape Investment Advisory
Georgia
$968K
BCM
1047
Bridgeway Capital Management
Texas
$964K
NICM
1048
Neo Ivy Capital Management
New York
$963K
ECM
1049
Evergreen Capital Management
Washington
$958K
TCPG
1050
Trivant Custom Portfolio Group
California
$957K