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
CWS
1326
Cypress Wealth Services
California
$406K
TFA
1327
Tranquilli Financial Advisor
New Jersey
$402K
BCM
1328
Brown Capital Management
Maryland
$401K
CFFP
1329
Center for Financial Planning
Michigan
$399K
CSPIA
1330
Cary Street Partners Investment Advisory
Virginia
$399K
WF
1331
WoodTrust Financial
Wisconsin
$398K
BWG
1332
Berry Wealth Group
Texas
$398K
WWM
1333
Western Wealth Management
Colorado
$397K
BCG
1334
Breakwater Capital Group
New Jersey
$397K
LI
1335
Lafayette Investments
Maryland
$394K
PWM
1336
Power Wealth Management
Georgia
$394K
IWM
1337
IHT Wealth Management
Illinois
$393K
IBOK
1338
Independence Bank of Kentucky
Kentucky
$392K
TC
1339
Truvestments Capital
Florida
$388K
AF
1340
Arrow Financial
New York
$388K
WCM
1341
WealthBridge Capital Management
Ohio
$384K
AA
1342
Armis Advisers
Georgia
$384K
GCS
1343
Gordian Capital (Singapore)
Singapore
$379K
JC
1344
JCSD Capital
California
$379K
SFS
1345
Security Financial Services
Indiana
$378K
SOW
1346
State of Wyoming
Wyoming
$378K
SIS
1347
Strategic Investment Solutions
Illinois
$376K
BIA
1348
Bigelow Investment Advisors
Maine
$374K
3IP
1349
3Chopt Investment Partners
Virginia
$374K
RAM
1350
Readystate Asset Management
Illinois
$372K