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
FOA
1976
Five Oceans Advisors
California
FFP
1977
FourThought Financial Partners
Florida
TL
1978
Tradewinds LLC
North Carolina
MWA
1979
Muirfield Wealth Advisors
North Carolina
G
1980
GenTrust
Florida
WGAM
1981
Wilkinson Global Asset Management
New York
CPA
1982
Cardiff Park Advisors
California
CAM
1983
CPA Asset Management
Florida
IPAM
1984
Investment Partners Asset Management
New Jersey
CJ
1985
Caitlin John
Michigan
FFA
1986
Fairfield Financial Advisors
Massachusetts
FI
1987
Financial Insights
Washington
MA
1988
MJP Associates
Connecticut
YIA
1989
YHB Investment Advisors
Connecticut
OAS
1990
Optivise Advisory Services
Tennessee
Flossbach Von Storch
1991
Flossbach Von Storch
Germany
TW
1992
Traveka Wealth
California
EHC
1993
Everett Harris & Co
California
SIMG
1994
Sonora Investment Management Group
Arizona
FFWA
1995
Forthright Family Wealth Advisory
Texas
LRIA
1996
Leonard Rickey Investment Advisors
Washington
FFA
1997
First Foundation Advisors
California
RPGK
1998
Retirement Planning Group (Kansas)
Kansas
FFA
1999
Fi3 Financial Advisors
Indiana
HAS
2000
Holland Advisory Services
Florida