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
RMDI
1201
R.M. Davis Inc
Maine
$585K
TCPW
1202
Twin City Private Wealth
North Carolina
$585K
TTWM
1203
TCV Trust & Wealth Management
Virginia
$584K
OL
1204
Optas LLC
Texas
$584K
PCP
1205
Proficio Capital Partners
Massachusetts
$583K
FFA
1206
Florida Financial Advisors
Florida
$576K
AWM
1207
Angeles Wealth Management
California
$576K
SWP
1208
Strategic Wealth Partners
Ohio
$574K
HIC
1209
Holderness Investments Company
North Carolina
$573K
LRWA
1210
Long Run Wealth Advisors
New York
$572K
Walleye Trading
1211
Walleye Trading
New York
$570K
MC
1212
Miramar Capital
Illinois
$569K
CM
1213
Caption Management
Oklahoma
$569K
CFP
1214
Catalyst Financial Partners
Massachusetts
$566K
LI
1215
LVZ Inc
Michigan
$566K
APW
1216
Aventura Private Wealth
Florida
$565K
WFI
1217
West Family Investments
California
$564K
CWIG
1218
Chung Wu Investment Group
Texas
$562K
PP
1219
PDS Planning
Ohio
$561K
BCFD
1220
Boit C.F. David
$560K
AFG
1221
Atomi Financial Group
New York
$560K
EWS
1222
Evergreen Wealth Solutions
Pennsylvania
$560K
MC
1223
Matisse Capital
Oregon
$560K
ICP
1224
Impact Capital Partners
Colorado
$556K
NGA
1225
Naples Global Advisors
Florida
$555K