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
PWM
1301
Perigon Wealth Management
California
$446K
NB
1302
Northwest Bancshares
Pennsylvania
$445K
IAS
1303
Insigneo Advisory Services
Florida
$444K
TCM
1304
Teza Capital Management
Illinois
$443K
FM
1305
Foster & Motley
Ohio
$443K
CWM
1306
Connecticut Wealth Management
Connecticut
$443K
MT
1307
Midwest Trust
Kansas
$439K
FBT
1308
First Bank & Trust
South Dakota
$438K
PBO
1309
Peoples Bank (Ohio)
Ohio
$436K
BW
1310
Blalock Williams
Alabama
$436K
WA
1311
WBH Advisory
Maryland
$434K
SPI
1312
Santori & Peters Inc
Pennsylvania
$433K
HIP
1313
Harrell Investment Partners
Texas
$433K
KWA
1314
Kingswood Wealth Advisors
California
$430K
AA
1315
Advisory Alpha
Michigan
$430K
IGAM
1316
iA Global Asset Management
Quebec, Canada
$428K
LAM
1317
L2 Asset Management
Massachusetts
$427K
BAM
1318
Belpointe Asset Management
Nevada
$421K
JCM
1319
Janney Capital Management
Pennsylvania
$421K
CC
1320
Cadinha & Co
Hawaii
$421K
AUB
1321
Atlantic Union Bankshares
Virginia
$420K
FFG
1322
Fortem Financial Group
California
$420K
CPRC
1323
Consolidated Portfolio Review Corp
New York
$418K
CWA
1324
CM Wealth Advisors
Ohio
$416K
MHC
1325
Meyer Handelman Company
New York
$414K