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
KMWM
1501
Keudell/Morrison Wealth Management
Oregon
$252K
CAAS
1502
Capital Asset Advisory Services
Michigan
$251K
SBFM
1503
S-Bank Fund Management
Finland
$249K
AWA
1504
AGH Wealth Advisors
Kansas
$249K
MAM
1505
Mainsail Asset Management
Alabama
$248K
JSSH
1506
J. Safra Sarasin Holding
$247K
CCA
1507
Cottonwood Capital Advisors
Utah
$247K
EFM
1508
E Fund Management
China
$247K
CAM
1509
Claret Asset Management
Quebec, Canada
$247K
ACM
1510
Alethea Capital Management
Washington
$247K
Wolverine Trading
1511
Wolverine Trading
Illinois
$247K
SSWM
1512
Sheets Smith Wealth Management
North Carolina
$246K
UWM
1513
USAdvisors Wealth Management
Minnesota
$246K
RA
1514
RFG Advisory
Alabama
$245K
RZH
1515
Relyea Zuckerberg Hanson
Connecticut
$245K
CCM
1516
Chickasaw Capital Management
Tennessee
$244K
IP
1517
Isthmus Partners
Wisconsin
$243K
CAS
1518
CTC Alternative Strategies
Illinois
$241K
OPWM
1519
Oregon Pacific Wealth Management
Oregon
$241K
ISL
1520
Ingalls & Snyder LLC
New York
$240K
UF
1521
Univest Financial
Pennsylvania
$239K
CLOS
1522
Compagnie Lombard Odier SCmA
Switzerland
$238K
BFAG
1523
Blackston Financial Advisory Group
Florida
$238K
FFA
1524
Frazier Financial Advisors
Ohio
$238K
OHWP
1525
Oak Harbor Wealth Partners
North Carolina
$238K