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
TPI
1426
Trust Point Inc
Wisconsin
$301K
BIG
1427
Brookwood Investment Group
Arizona
$301K
ARC
1428
Advisor Resource Council
Texas
$300K
PIWA
1429
Prevail Innovative Wealth Advisors
Kansas
$300K
TCOT
1430
Trust Company of Toledo
Ohio
$300K
KFS
1431
Kaizen Financial Strategies
California
$300K
SIM
1432
Sentry Investment Management
Wisconsin
$299K
SEIA
1433
Signature Estate & Investment Advisors
California
$299K
NHC
1434
Nicholas Hoffman & Company
Georgia
$297K
MG
1435
Mather Group
Illinois
$297K
IWA
1436
IVC Wealth Advisors
Pennsylvania
$297K
NPF
1437
Norris Perne & French
Michigan
$296K
JSW
1438
Journey Strategic Wealth
New Jersey
$296K
HTIM
1439
Harbour Trust & Investment Management
Indiana
$296K
FHC
1440
First Heartland Consultants
Missouri
$296K
SCM
1441
Sandler Capital Management
New York
$293K
SNBOSCI
1442
Security National Bank of Sioux City Iowa
Iowa
$293K
NW
1443
NewEdge Wealth
Pennsylvania
$293K
SCP
1444
Sivia Capital Partners
California
$292K
RFA
1445
ROI Financial Advisors
Oregon
$292K
GFG
1446
Goldstone Financial Group
Illinois
$290K
OFG
1447
Oxford Financial Group
Indiana
$289K
JCM
1448
Jacobsen Capital Management
Utah
$288K
CCWM
1449
Cassaday & Co Wealth Management
Virginia
$288K
ALC
1450
Alexander Labrunerie & Co
Missouri
$288K