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
CA
1101
Crumly & Associates
Illinois
$825K
OWA
1102
One Wealth Advisors
California
$815K
MWM
1103
Meridian Wealth Management
Kentucky
$815K
OIA
1104
Optimum Investment Advisors
Illinois
$800K
WIA
1105
Westbourne Investment Advisors
Maryland
$799K
EI
1106
Ellevest Inc
New York
$796K
IA
1107
IFC Advisors
California
$796K
AWP
1108
Abacus Wealth Partners
California
$794K
JAG
1109
Journey Advisory Group
Kentucky
$789K
MYIA
1110
Mount Yale Investment Advisors
Colorado
$788K
RBI
1111
Raiffeisen Bank International
Austria
$787K
FAM
1112
Fairtree Asset Management
South Africa
$787K
EIP
1113
Ellis Investment Partners
Pennsylvania
$777K
RGC
1114
Roberts, Glore & Co
Illinois
$777K
JMFC
1115
J.M. Forbes & Co
Massachusetts
$773K
RAG
1116
RIA Advisory Group
Iowa
$772K
ERSOT
1117
Employees Retirement System of Texas
Texas
$767K
OIS
1118
Okabena Investment Services
Minnesota
$767K
CT
1119
Caldwell Trust
Florida
$766K
MCA
1120
Magnolia Capital Advisors
Mississippi
$765K
MLL
1121
Moody Lynn & Lieberson
Massachusetts
$763K
CC
1122
Copperleaf Capital
North Carolina
$763K
IAG
1123
Ipsen Advisor Group
Arkansas
$759K
CIC
1124
Cornercap Investment Counsel
Georgia
$759K
RCAG
1125
Rehmann Capital Advisory Group
Michigan
$753K