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
RPGK
2001
Retirement Planning Group (Kansas)
Kansas
FFA
2002
Fi3 Financial Advisors
Indiana
HAS
2003
Holland Advisory Services
Florida
FG
2004
Foster Group
Iowa
BDA
2005
Borer Denton & Associates
Pennsylvania
CM
2006
Cercano Management
Washington
E3F
2007
Eight 31 Financial
Texas
CWM
2008
Challenger Wealth Management
California
1CM
2009
1492 Capital Management
Wisconsin
PWS
2010
Proactive Wealth Strategies
Georgia
HWM
2011
Hohimer Wealth Management
Washington
AFP
2012
Ausdal Financial Partners
Iowa
HWA
2013
HCR Wealth Advisors
California
CCP
2014
Clarity Capital Partners
California
JSL
2015
JT Stratford LLC
Georgia
FBFS
2016
First Business Financial Services
Wisconsin
FSA
2017
Fort Sheridan Advisors
Illinois
FC
2018
Financial Council
Maryland
CCG
2019
Coastwise Capital Group
California
OAM
2020
Occidental Asset Management
California
SYBT
2021
Stock Yards Bank & Trust
Kentucky
MAM
2022
Milestone Asset Management
Pennsylvania
HWA
2023
Heartwood Wealth Advisors
Virginia
MBI
2024
May Barnhard Investments
Maryland
LIM
2025
Lathrop Investment Management
Arkansas