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
BDPWM
1626
Barnes Dennig Private Wealth Management
Ohio
$107K
WAM
1627
WFA Asset Management
Wisconsin
$106K
RWM
1628
Rialto Wealth Management
New York
$104K
MCM
1629
MV Capital Management
Maryland
$103K
FP
1630
Financial Perspectives
Minnesota
$94.8K
AWM
1631
AllSquare Wealth Management
New York
$93.1K
NC
1632
North Capital
Utah
$91.7K
FMP
1633
Financial Management Professionals
Texas
$89.3K
TSMHT
1634
Thurston Springer Miller Herd & Titak
Indiana
$89.1K
AP
1635
Atwood & Palmer
Missouri
$86.2K
AIM
1636
Arcadia Investment Management
Michigan
$85.5K
TFGT
1637
TS Financial Group (TSFG)
Illinois
$81K
PGAM
1638
Princeton Global Asset Management
New Jersey
$78.4K
EPIM
1639
Evelyn Partners Investment Management
$77.6K
OP
1640
ORG Partners
Indiana
$73.5K
CW
1641
Curio Wealth
Maryland
$71.7K
CBT
1642
Crews Bank & Trust
Florida
$70.5K
KB
1643
Kimelman & Baird
New York
$69K
IIM
1644
Intact Investment Management
Quebec, Canada
$69K
GAG
1645
Goodman Advisory Group
Massachusetts
$68.1K
WIM
1646
Westside Investment Management
California
$67.8K
GTAM
1647
Global Trust Asset Management
Florida
$67.1K
MG
1648
MilWealth Group
Wisconsin
$66.4K
DMBA
1649
Deseret Mutual Benefit Administrators
Utah
$65.7K
WA
1650
WPG Advisers
Maryland
$64.8K