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
FG
2001
Foster Group
Iowa
CM
2002
Cercano Management
Washington
E3F
2003
Eight 31 Financial
Texas
CWM
2004
Challenger Wealth Management
California
BDA
2005
Borer Denton & Associates
Pennsylvania
1CM
2006
1492 Capital Management
Wisconsin
PWS
2007
Proactive Wealth Strategies
Georgia
HWM
2008
Hohimer Wealth Management
Washington
AFP
2009
Ausdal Financial Partners
Iowa
HWA
2010
HCR Wealth Advisors
California
CCP
2011
Clarity Capital Partners
California
JSL
2012
JT Stratford LLC
Georgia
FBFS
2013
First Business Financial Services
Wisconsin
FC
2014
Financial Council
Maryland
FSA
2015
Fort Sheridan Advisors
Illinois
CCG
2016
Coastwise Capital Group
California
OAM
2017
Occidental Asset Management
California
SYBT
2018
Stock Yards Bank & Trust
Kentucky
MAM
2019
Milestone Asset Management
Pennsylvania
HWA
2020
Heartwood Wealth Advisors
Virginia
MBI
2021
May Barnhard Investments
Maryland
LIM
2022
Lathrop Investment Management
Arkansas
AWAP
2023
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
AWM
2024
Avaii Wealth Management
Wisconsin
C
2025
Certuity
Florida