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
CWP
1676
Concord Wealth Partners
Virginia
$46.9K
MAS
1677
MPWM Advisory Solutions
Georgia
$44.8K
NFSG
1678
Newbridge Financial Services Group
Florida
$44.8K
FFO
1679
Fortitude Family Office
Arizona
$43.8K
MMG
1680
Monetary Management Group
Missouri
$43.1K
SC
1681
Solstein Capital
California
$42.8K
CPG
1682
Cornerstone Planning Group
New Jersey
$42.2K
GSWM
1683
Golden State Wealth Management
California
$42.1K
MCA
1684
Midwest Capital Advisors
Michigan
$42.1K
PWMG
1685
Private Wealth Management Group
New Jersey
$41.4K
QL
1686
Quarry LP
New York
$41.2K
CGA
1687
Compound Global Advisors
Washington
$40.9K
RWA
1688
Redmont Wealth Advisors
Illinois
$39.8K
TPWA
1689
Twin Peaks Wealth Advisors
California
$39.4K
RF
1690
Roxbury Financial
New Jersey
$39.3K
VNA
1691
Valley National Advisers
Pennsylvania
$38K
NC
1692
NewSquare Capital
Pennsylvania
$37.9K
HNW
1693
High Note Wealth
Minnesota
$37.9K
KC
1694
Knuff & Co
California
$37.9K
KSB
1695
Kennebec Savings Bank
Maine
$37.9K
CYG
1696
Clean Yield Group
Vermont
$36.9K
AAG
1697
Armstrong Advisory Group
Massachusetts
$36.6K
CJH
1698
Christopher J. Hasenberg
Wisconsin
$35.7K
MSWA
1699
Marshall & Sterling Wealth Advisors
New York
$35.3K
FDCP
1700
Foster Dykema Cabot & Partners
Massachusetts
$34.5K