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
AT
1751
Arlington Trust
Alabama
$12.6K
AW
1752
Avion Wealth
Texas
$12K
RTL
1753
Red Tortoise LLC
Georgia
$11.6K
YP
1754
YANKCOM Partnership
South Dakota
$10.7K
SAS
1755
Spurstone Advisory Services
Connecticut
$10.3K
IWM
1756
IMG Wealth Management
Florida
$9.65K
BFS
1757
Bare Financial Services
Pennsylvania
$9.14K
LFASL
1758
Lugano Financial Advisors SA (LFA)
Switzerland
$9.14K
MPW
1759
MASECO Private Wealth
$9.14K
HI
1760
Hoey Investments
Pennsylvania
$8.97K
CWM
1761
Consultiva Wealth Management
Puerto Rico
$8.79K
YAL
1762
Your Advocates Ltd
Texas
$8.62K
SL
1763
Salomon & Ludwin
Virginia
$8.45K
GC
1764
GFG Capital
Florida
$8.1K
TH
1765
TCTC Holdings
Texas
$7.59K
IMC
1766
Investment Management Corporation
Virginia
$7.41K
RJA
1767
Ross\Johnson & Associates
Minnesota
$7.24K
SHIM
1768
Stone House Investment Management
Pennsylvania
$6.72K
DPW
1769
DiNuzzo Private Wealth
Pennsylvania
$6.72K
KIM
1770
Kestra Investment Management
Texas
$6.63K
BWL
1771
Bogart Wealth LLC
Virginia
$6.55K
T
1772
Tidemark
California
$6.38K
MAWAG
1773
Mid-American Wealth Advisory Group
Missouri
$6.38K
W
1774
WealthCollab
Washington
$6.21K
TF
1775
Tompkins Financial
New York
$6.03K