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
MAWAG
1776
Mid-American Wealth Advisory Group
Missouri
$6.38K
W
1777
WealthCollab
Washington
$6.21K
TF
1778
Tompkins Financial
New York
$6.03K
CIAM
1779
Caitong International Asset Management
Hong Kong
$6.03K
VWA
1780
Valued Wealth Advisors
Utah
$5.86K
RWPA
1781
Richard W. Paul & Associates
Michigan
$5.86K
TIM
1782
Total Investment Management
Arizona
$5.86K
LFA
1783
LGT Financial Advisors
Texas
$5.69K
BHWM
1784
Bay Harbor Wealth Management
Maryland
$5.52K
BL
1785
BFSG LLC
California
$5.34K
AWM
1786
Activest Wealth Management
Florida
$5.34K
FW
1787
Fairway Wealth
Ohio
$5.17K
FUBT
1788
First United Bank & Trust
Maryland
$5K
TCA
1789
Trifecta Capital Advisors
Illinois
$4.83K
HFS
1790
Horizon Financial Services
North Carolina
$4.66K
CCMI
1791
Creative Capital Management Investments
California
$4.66K
TFM
1792
TFC Financial Management
Massachusetts
$4.31K
BIM
1793
Breakwater Investment Management
Washington
$4.31K
HWP
1794
Highline Wealth Partners
California
$4.31K
PWA
1795
Principia Wealth Advisory
Texas
$4.31K
HWA
1796
HHM Wealth Advisors
Tennessee
$3.97K
FWM
1797
FSA Wealth Management
Massachusetts
$3.96K
RI
1798
Ridgewood Investments
New Jersey
$3.88K
NMG
1799
New Millennium Group
Utah
$3.62K
FIM
1800
FWL Investment Management
Texas
$3.62K