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
CIAM
1776
Caitong International Asset Management
Hong Kong
$6.03K
VWA
1777
Valued Wealth Advisors
Utah
$5.86K
RWPA
1778
Richard W. Paul & Associates
Michigan
$5.86K
TIM
1779
Total Investment Management
Arizona
$5.86K
LFA
1780
LGT Financial Advisors
Texas
$5.69K
BHWM
1781
Bay Harbor Wealth Management
Maryland
$5.52K
BL
1782
BFSG LLC
California
$5.34K
AWM
1783
Activest Wealth Management
Florida
$5.34K
FW
1784
Fairway Wealth
Ohio
$5.17K
FUBT
1785
First United Bank & Trust
Maryland
$5K
TCA
1786
Trifecta Capital Advisors
Illinois
$4.83K
HFS
1787
Horizon Financial Services
North Carolina
$4.66K
CCMI
1788
Creative Capital Management Investments
California
$4.66K
TFM
1789
TFC Financial Management
Massachusetts
$4.31K
BIM
1790
Breakwater Investment Management
Washington
$4.31K
HWP
1791
Highline Wealth Partners
California
$4.31K
PWA
1792
Principia Wealth Advisory
Texas
$4.31K
HWA
1793
HHM Wealth Advisors
Tennessee
$3.97K
FWM
1794
FSA Wealth Management
Massachusetts
$3.96K
RI
1795
Ridgewood Investments
New Jersey
$3.88K
NMG
1796
New Millennium Group
Utah
$3.62K
FIM
1797
FWL Investment Management
Texas
$3.62K
BHWM
1798
Beaird Harris Wealth Management
Texas
$3.62K
WCM
1799
WealthTrak Capital Management
Virginia
$3.45K
GEA
1800
Glen Eagle Advisors
New Jersey
$2.76K