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
HHRDM
1401
H&H Retirement Design & Management
Nevada
$324K
PWG
1402
Portside Wealth Group
Utah
$323K
DP
1403
Dearborn Partners
Illinois
$322K
VI
1404
Versor Investments
New York
$317K
CAU
1405
Caxton Associates (UK)
$317K
OCM
1406
Osterweis Capital Management
California
$317K
CA
1407
Crewe Advisors
Utah
$316K
HBT
1408
Heartland Bank & Trust
Illinois
$316K
LPAM
1409
Lodestar Private Asset Management
California
$316K
NAM
1410
NTV Asset Management
West Virginia
$315K
IC
1411
Inscription Capital
Texas
$314K
GWANC
1412
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K
FNBOMD
1413
First National Bank of Mount Dora
Florida
$312K
CH
1414
Cromwell Holdings
Wyoming
$312K
RWB
1415
RMR Wealth Builders
New Jersey
$311K
MAWA
1416
Moss Adams Wealth Advisors
Washington
$310K
MSS
1417
Mitchell Sinkler & Starr
Pennsylvania
$310K
CNBT
1418
Canandaigua National Bank & Trust
New York
$309K
EM
1419
Excalibur Management
Massachusetts
$309K
SW
1420
SVB Wealth
Massachusetts
$308K
TPWA
1421
TRUE Private Wealth Advisors
Oregon
$308K
CFP
1422
Cascade Financial Partners
California
$307K
OPA
1423
Old Port Advisors
Maine
$306K
FG
1424
Fiduciary Group
Georgia
$305K
QFPS
1425
Quantum Financial Planning Services
Washington
$304K