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
AWAP
2026
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
AWM
2027
Avaii Wealth Management
Wisconsin
C
2028
Certuity
Florida
CRI
2029
Colonial River Investments
Virginia
AC
2030
ASB Consultores
Florida
VPF
2031
Vantage Point Financial
Illinois
VFG
2032
Victory Financial Group
Texas
CIP
2033
Convergence Investment Partners
Florida
FAT
2034
First American Trust
California
HWM
2035
Hobbs Wealth Management
Indiana
BOTPPF
2036
Board of the Pension Protection Fund
United Kingdom
ACM
2037
Accent Capital Management
Ohio
RTC
2038
Riverview Trust Company
Washington
TCM
2039
TruNorth Capital Management
Michigan
LWANC
2040
Laurel Wealth Advisors (North Carolina)
North Carolina
HCP
2041
Hexagon Capital Partners
Arkansas
CM
2042
Capula Management
Cayman Islands
BC
2043
Bayforest Capital
United Kingdom
HIIFS
2044
Harel Insurance Investments & Financial Services
Israel
WPA
2045
West Paces Advisors
Georgia
AF
2046
Atala Financial
California
XC
2047
XY Capital
Hong Kong
CWC
2048
Carolinas Wealth Consulting
North Carolina
Loomis, Sayles & Company
2049
Loomis, Sayles & Company
Massachusetts
WAG
2050
Wiser Advisor Group
Arizona