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
ML
1551
McAdam LLC
Pennsylvania
$222K
IIM
1552
Ipswich Investment Management
Massachusetts
$222K
KP
1553
Kitching Partners
Pennsylvania
$221K
PPW
1554
Presilium Private Wealth
Pennsylvania
$221K
PWM
1555
Pines Wealth Management
North Carolina
$221K
LSA
1556
Lion Street Advisors
Texas
$220K
CA
1557
Continuum Advisory
Idaho
$220K
DFA
1558
DHJJ Financial Advisors
Illinois
$218K
KOMWMG
1559
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K
KSWWM
1560
Keyes Stange & Wooten Wealth Management
Florida
$217K
AGC
1561
Aspen Grove Capital
Colorado
$216K
CCAM
1562
Cascades Capital Asset Management
North Carolina
$216K
CDWM
1563
Campbell Deegan Wealth Management
Virginia
$215K
CCA
1564
Carrera Capital Advisors
Michigan
$215K
MCM
1565
Monument Capital Management
Virginia
$214K
1WM
1566
1858 Wealth Management
Ohio
$213K
OAM
1567
Oxford Asset Management
United Kingdom
$212K
NG
1568
Norden Group
Utah
$212K
ZBNA
1569
Zions Bancorporation, National Association
Utah
$211K
PCS
1570
Personal CFO Solutions
New Jersey
$210K
SAG
1571
SageView Advisory Group
California
$208K
BFG
1572
Birch Financial Group
New Hampshire
$208K
BWG
1573
Boomfish Wealth Group
Georgia
$207K
FA
1574
FDx Advisors
Illinois
$207K
WSCM
1575
Wellington Shields Capital Management
New York
$207K