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
FFO
1676
Fortitude Family Office
Arizona
$43.8K
MMG
1677
Monetary Management Group
Missouri
$43.1K
SC
1678
Solstein Capital
California
$42.8K
CPG
1679
Cornerstone Planning Group
New Jersey
$42.2K
GSWM
1680
Golden State Wealth Management
California
$42.1K
MCA
1681
Midwest Capital Advisors
Michigan
$42.1K
PWMG
1682
Private Wealth Management Group
New Jersey
$41.4K
QL
1683
Quarry LP
New York
$41.2K
CGA
1684
Compound Global Advisors
Washington
$40.9K
RWA
1685
Redmont Wealth Advisors
Illinois
$39.8K
TPWA
1686
Twin Peaks Wealth Advisors
California
$39.4K
RF
1687
Roxbury Financial
New Jersey
$39.3K
VNA
1688
Valley National Advisers
Pennsylvania
$38K
NC
1689
NewSquare Capital
Pennsylvania
$37.9K
HNW
1690
High Note Wealth
Minnesota
$37.9K
KC
1691
Knuff & Co
California
$37.9K
KSB
1692
Kennebec Savings Bank
Maine
$37.9K
CYG
1693
Clean Yield Group
Vermont
$36.9K
AAG
1694
Armstrong Advisory Group
Massachusetts
$36.6K
CJH
1695
Christopher J. Hasenberg
Wisconsin
$35.7K
MSWA
1696
Marshall & Sterling Wealth Advisors
New York
$35.3K
FDCP
1697
Foster Dykema Cabot & Partners
Massachusetts
$34.5K
CS
1698
Clear Street
New York
$34.5K
MSWM
1699
Mowery & Schoenfeld Wealth Management
Illinois
$34.1K
HIMS
1700
Hager Investment Management Services
New Hampshire
$33.6K