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
OA
1601
Operose Advisors
Wisconsin
$158K
WPWM
1602
Western Pacific Wealth Management
Illinois
$151K
TLA
1603
Tanglewood Legacy Advisors
Texas
$150K
HWM
1604
Hemington Wealth Management
Virginia
$148K
GIA
1605
GHP Investment Advisors
Colorado
$147K
EWM
1606
Evermay Wealth Management
Virginia
$146K
CWM
1607
Crowley Wealth Management
Delaware
$144K
Cohen & Steers
1608
Cohen & Steers
New York
$138K
HFS
1609
Hopwood Financial Services
Virginia
$138K
PFG
1610
Putney Financial Group
California
$138K
EPW
1611
Evergreen Private Wealth
Colorado
$132K
LI
1612
LRI Investments
Florida
$131K
WTA
1613
Washington Trust Advisors
Massachusetts
$131K
PMFA
1614
Plante Moran Financial Advisors
Michigan
$129K
GBT
1615
Grove Bank & Trust
Florida
$127K
VCM
1616
Versant Capital Management
Arizona
$123K
BONH
1617
Bank of New Hampshire
New Hampshire
$122K
FPB
1618
First PREMIER Bank
South Dakota
$121K
TFIPS
1619
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K
WSC
1620
Wellington Shields & Co
New York
$118K
RP
1621
Rowlandmiller & Partners
Georgia
$113K
OWP
1622
ORG Wealth Partners
Texas
$109K
BDPWM
1623
Barnes Dennig Private Wealth Management
Ohio
$107K
WAM
1624
WFA Asset Management
Wisconsin
$106K
RWM
1625
Rialto Wealth Management
New York
$104K