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
EAM
1551
Empirical Asset Management
Massachusetts
$223K
FFA
1552
Fragasso Financial Advisors
Pennsylvania
$223K
BF
1553
bLong Financial
Tennessee
$222K
ML
1554
McAdam LLC
Pennsylvania
$222K
IIM
1555
Ipswich Investment Management
Massachusetts
$222K
KP
1556
Kitching Partners
Pennsylvania
$221K
PPW
1557
Presilium Private Wealth
Pennsylvania
$221K
PWM
1558
Pines Wealth Management
North Carolina
$221K
LSA
1559
Lion Street Advisors
Texas
$220K
CA
1560
Continuum Advisory
Idaho
$220K
DFA
1561
DHJJ Financial Advisors
Illinois
$218K
KOMWMG
1562
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K
KSWWM
1563
Keyes Stange & Wooten Wealth Management
Florida
$217K
AGC
1564
Aspen Grove Capital
Colorado
$216K
CCAM
1565
Cascades Capital Asset Management
North Carolina
$216K
CDWM
1566
Campbell Deegan Wealth Management
Virginia
$215K
CCA
1567
Carrera Capital Advisors
Michigan
$215K
MCM
1568
Monument Capital Management
Virginia
$214K
1WM
1569
1858 Wealth Management
Ohio
$213K
OAM
1570
Oxford Asset Management
United Kingdom
$212K
NG
1571
Norden Group
Utah
$212K
ZBNA
1572
Zions Bancorporation, National Association
Utah
$211K
PCS
1573
Personal CFO Solutions
New Jersey
$210K
SAG
1574
SageView Advisory Group
California
$208K
BFG
1575
Birch Financial Group
New Hampshire
$208K