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
OC
1601
Oakworth Capital
Alabama
$176K
IWA
1602
Icon Wealth Advisors
Texas
$164K
AWM
1603
Atticus Wealth Management
Florida
$159K
OA
1604
Operose Advisors
Wisconsin
$158K
WPWM
1605
Western Pacific Wealth Management
Illinois
$151K
TLA
1606
Tanglewood Legacy Advisors
Texas
$150K
HWM
1607
Hemington Wealth Management
Virginia
$148K
GIA
1608
GHP Investment Advisors
Colorado
$147K
EWM
1609
Evermay Wealth Management
Virginia
$146K
CWM
1610
Crowley Wealth Management
Delaware
$144K
Cohen & Steers
1611
Cohen & Steers
New York
$138K
HFS
1612
Hopwood Financial Services
Virginia
$138K
PFG
1613
Putney Financial Group
California
$138K
EPW
1614
Evergreen Private Wealth
Colorado
$132K
LI
1615
LRI Investments
Florida
$131K
WTA
1616
Washington Trust Advisors
Massachusetts
$131K
PMFA
1617
Plante Moran Financial Advisors
Michigan
$129K
GBT
1618
Grove Bank & Trust
Florida
$127K
VCM
1619
Versant Capital Management
Arizona
$123K
BONH
1620
Bank of New Hampshire
New Hampshire
$122K
FPB
1621
First PREMIER Bank
South Dakota
$121K
TFIPS
1622
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K
WSC
1623
Wellington Shields & Co
New York
$118K
RP
1624
Rowlandmiller & Partners
Georgia
$113K
OWP
1625
ORG Wealth Partners
Texas
$109K