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
CH
1476
Canton Hathaway
Rhode Island
$270K
PFM
1477
Patton Fund Management
Texas
$270K
DBG
1478
De Burlo Group
Massachusetts
$269K
Legacy Financial Group (Iowa)
1479
Legacy Financial Group (Iowa)
Iowa
$269K
HS
1480
Horan Securities
United States
$269K
RCP
1481
Rothschild Capital Partners
New York
$266K
BAM
1482
Bellevue Asset Management
Washington
$266K
JC
1483
JB Capital
Connecticut
$264K
SW
1484
SMART Wealth
Nebraska
$264K
NEWAS
1485
N.E.W. Advisory Services
Wisconsin
$263K
NPT
1486
Nixon Peabody Trust
Massachusetts
$263K
AAMA
1487
Advanced Asset Management Advisors
Ohio
$263K
IAMOG
1488
Investors Asset Management of Georgia
Georgia
$262K
CT
1489
Colonial Trust
South Carolina
$262K
OL
1490
OneFund LLC
Florida
$261K
RIA
1491
Richwood Investment Advisors
Ohio
$260K
CA
1492
Claro Advisors
Massachusetts
$260K
GA
1493
Goldstein Advisors
Wisconsin
$259K
1IA
1494
1834 Investment Advisors
Wisconsin
$257K
PWAM
1495
Private Wealth Asset Management
Iowa
$257K
KCM
1496
Kathmere Capital Management
Pennsylvania
$257K
RIL
1497
Rothschild Investment LLC
Illinois
$256K
AWM
1498
Accurate Wealth Management
Florida
$255K
RT
1499
Rockland Trust
Massachusetts
$255K
CAM
1500
Creekmur Asset Management
Illinois
$252K