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, 729 increasing their positions, 662 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
729
Reduced
662
Closed
228
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
HAIM
376
Hunter Associates Investment Management
Pennsylvania
$14.3M +$6.03K +35 +0%
NYLIM
377
New York Life Investment Management
New York
$14.3M -$180K -1,043 -1%
OSAM
378
O'Shaughnessy Asset Management
Connecticut
$14.2M -$1.63M -9,483 -10%
SAM
379
Silvercrest Asset Management
New York
$14.1M +$5.56M +32,267 +65%
FMII
380
Farmers & Merchants Investments Inc
Nebraska
$14.1M +$123K +711 +0.9%
ACA
381
Aptus Capital Advisors
Alabama
$14.1M -$4.74M -27,506 -25%
GWM
382
GDS Wealth Management
Texas
$14M +$540K +3,134 +4%
CFO
383
Callan Family Office
Pennsylvania
$13.8M +$9.31M +53,972 +209%
Cambridge Investment Research Advisors
384
Cambridge Investment Research Advisors
Iowa
$13.7M +$360K +2,088 +3%
HPCM
385
Hunter Perkins Capital Management
Illinois
$13.5M +$928K +5,383 +7%
BWP
386
Baldwin Wealth Partners
Massachusetts
$13.3M -$560K -3,248 -4%
SOADOR
387
State of Alaska Department of Revenue
Alaska
$13.1M -$45.7K -265 -0.3%
Mackenzie Financial
388
Mackenzie Financial
Ontario, Canada
$13.1M -$37.1M -215,319 -74%
VPIM
389
Vanguard Personalized Indexing Management
California
$13M +$1.74M +10,082 +15%
TC
390
TwinBeech Capital
New York
$12.9M +$12.7M +73,882 +6,977%
Public Employees Retirement Association of Colorado
391
Public Employees Retirement Association of Colorado
Colorado
$12.9M -$124K -720 -1%
VWM
392
Venturi Wealth Management
Texas
$12.8M +$748K +4,339 +6%
BFA
393
Bragg Financial Advisors
North Carolina
$12.7M +$753K +4,366 +6%
PA
394
Perennial Advisors
New York
$12.7M +$122K +708 +1%
Pathstone Holdings
395
Pathstone Holdings
New Jersey
$12.7M -$849K -4,922 -6%
SAM
396
Shell Asset Management
Netherlands
$12.7M +$2.02M +11,707 +19%
B
397
Bellecapital
Switzerland
$12.6M -$44.5K -258 -0.4%
IIM
398
INTECH Investment Management
Florida
$12.6M +$7.98M +46,269 +173%
Mirae Asset Global Investments
399
Mirae Asset Global Investments
South Korea
$12.6M -$13.2M -76,358 -51%
WIA
400
World Investment Advisors
California
$12.5M +$13.1K +76 +0.1%