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
HC
1926
Hourglass Capital
Texas
FA
1927
Fermata Advisors
California
GJWM
1928
Gilliland Jeter Wealth Management
Arkansas
OCBCO
1929
Oversea-Chinese Banking Corp (OCBC)
Singapore
CIAS
1930
Capital Investment Advisory Services
North Carolina
SI
1931
Severin Investments
Missouri
MPM
1932
MBB Public Markets
Illinois
FA
1933
Fedenia Advisers
Wisconsin
SWA
1934
SFMG Wealth Advisors
Texas
WIA
1935
Wetzel Investment Advisors
Indiana
LAM
1936
Longboard Asset Management
Arizona
JSAM
1937
J. Safra Asset Management
New York
NI
1938
Natural Investments
California
LWM
1939
Laidlaw Wealth Management
New York
AHL
1940
Abel Hall LLC
Louisiana
LSIA
1941
LaSalle St. Investment Advisors
Illinois
PFW
1942
Petros Family Wealth
Minnesota
FW
1943
FullCircle Wealth
Texas
RFP
1944
Root Financial Partners
California
AIA
1945
Affinity Investment Advisors
California
AO
1946
Advisor OS
Illinois
WMWM
1947
Whitaker-Myers Wealth Managers
Ohio
BCM
1948
Birmingham Capital Management
Alabama
SIM
1949
Stratos Investment Management
Ohio
SMA
1950
Seven Mile Advisory
New Jersey