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
PSP
1176
Principal Street Partners
Tennessee
$644K
GC
1177
Guardian Capital
Ontario, Canada
$644K
GM
1178
GeoWealth Management
Illinois
$640K
BTI
1179
Blue Trust Inc
Georgia
$640K
HFA
1180
Hutchinson Financial Advisors
Virginia
$636K
CI
1181
Conning Inc
Connecticut
$632K
MMEA
1182
Main Management ETF Advisors
California
$632K
KFP
1183
KMG Fiduciary Partners
Ohio
$630K
CC
1184
Carlson Capital
Texas
$621K
EDRH
1185
Edmond de Rothschild Holding
Switzerland
$616K
CIA
1186
Citadel Investment Advisory
Ohio
$612K
SFS
1187
Sowell Financial Services
Arkansas
$610K
BA
1188
Bridgewater Advisors
New York
$608K
BWP
1189
BSW Wealth Partners
Colorado
$607K
HWA
1190
Heritage Wealth Advisors
Virginia
$605K
CIG
1191
Cascade Investment Group
Colorado
$596K
MIA
1192
MMBG Investment Advisors
Florida
$595K
SIG
1193
Sargent Investment Group
Maryland
$594K
GD
1194
Grandfield & Dodd
New York
$594K
MHC
1195
May Hill Capital
Massachusetts
$593K
CGL
1196
Clarius Group LLC
Washington
$589K
RPCONE
1197
Retirement Planning Company of New England
Rhode Island
$588K
RMDI
1198
R.M. Davis Inc
Maine
$585K
TCPW
1199
Twin City Private Wealth
North Carolina
$585K
TTWM
1200
TCV Trust & Wealth Management
Virginia
$584K