1,814 hedge funds and large institutions have $84B invested in Fiserv in 2025 Q2 according to their latest regulatory filings, with 181 funds opening new positions, 730 increasing their positions, 661 reducing their positions, and 228 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,814
Holders Change
-90
Holders Change %
-4.73%
% of All Funds
24.31%
Holding in Top 10
85
Holding in Top 10 Change
-48
Holding in Top 10 Change %
-36.09%
% of All Funds
1.14%
New
181
Increased
730
Reduced
661
Closed
228
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
X
351
Xponance
Pennsylvania
$17.1M -$92.9K -539 -0.5%
RGC
352
Redwood Grove Capital
California
$17M -$86.2K -500 -0.5%
Commonwealth Equity Services
353
Commonwealth Equity Services
Massachusetts
$17M -$2.66M -15,401 -13%
HighTower Advisors
354
HighTower Advisors
Illinois
$17M +$3.64M +21,112 +27%
Daiwa Securities Group
355
Daiwa Securities Group
Japan
$16.6M +$1.63M +9,464 +11%
Osaic Holdings
356
Osaic Holdings
Arizona
$16.6M +$4.63M +22,925 +39%
Rockefeller Capital Management
357
Rockefeller Capital Management
New York
$16.5M -$1.82M -9,422 -10%
FAF
358
Fjarde Ap-fonden
Sweden
$16.4M +$414K +2,400 +3%
KLWA
359
Kelly Lawrence W & Associates
California
$16.4M -$411K -2,382 -2%
UIM
360
USS Investment Management
United Kingdom
$16.4M -$5.17K -30 -0%
CIA
361
Covington Investment Advisors
Pennsylvania
$16.2M +$594K +3,445 +4%
ROC
362
Running Oak Capital
Minnesota
$16.1M +$3.46M +20,044 +27%
URS
363
Utah Retirement Systems
Utah
$16M -$207K -1,199 -1%
GH
364
GAM Holding
Switzerland
$15.8M -$1.31M -7,607 -8%
BCB
365
Brian C. Broderick
$15.8M -$614K -3,562 -4%
CC
366
Cornerstone Capital
California
$15.4M -$701K -4,065 -4%
PAIM
367
Punch & Associates Investment Management
Minnesota
$15.3M +$471K +2,731 +3%
DA
368
Dillon & Associates
Michigan
$15.2M +$1.28M +7,419 +9%
ANBT
369
American National Bank & Trust
Texas
$14.9M +$64.7K +375 +0.4%
MCM
370
MAI Capital Management
Ohio
$14.7M +$8.59M +49,824 +140%
IMPI
371
Ilmarinen Mutual Pension Insurance
Finland
$14.7M
SFA
372
Sequoia Financial Advisors
Ohio
$14.5M +$364K +2,110 +3%
PFSRSONJ
373
Police & Firemen's Retirement System of New Jersey
New Jersey
$14.4M +$217K +1,261 +2%
SAM
374
Stansberry Asset Management
Texas
$14.4M -$3.93M -22,797 -21%
RSVP
375
Ramsay Stattman Vela & Price
Colorado
$14.4M -$152K -882 -1%