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 %
ECM
426
ExodusPoint Capital Management
New York
$11M +$11M +63,547 New
PL
427
Parkwood LLC
Ohio
$10.9M -$5.17M -29,965 -32%
BPWM
428
Badgley Phelps Wealth Managers
Washington
$10.9M +$1.56M +9,058 +17%
CIC
429
Carnegie Investment Counsel
Ohio
$10.8M +$9.98M +57,864 +1,230%
LPT
430
Legacy Private Trust
Wisconsin
$10.6M -$135K -784 -1%
CFB
431
Cullen/Frost Bankers
Texas
$10.6M +$1.74M +10,102 +20%
WB
432
Webster Bank
Connecticut
$10.5M -$69K -400 -0.7%
AC
433
Addenda Capital
Quebec, Canada
$10.5M -$2.41M -13,968 -19%
GWM
434
Geneos Wealth Management
Colorado
$10.4M -$7.06M -40,976 -40%
YIH
435
Y-Intercept (HK)
Hong Kong
$10.4M +$7.59M +44,048 +271%
DT
436
Diversified Trust
Tennessee
$10.4M +$1.14M +6,605 +12%
WP
437
Woodline Partners
California
$10.3M +$2.05M +11,908 +25%
GAM
438
Generali Asset Management
Italy
$10.3M -$817K -4,741 -7%
PMG
439
ProVise Management Group
Florida
$10.1M +$460K +2,667 +5%
LAI
440
Legal Advantage Investments
California
$9.99M +$784K +4,550 +9%
CWM
441
CMH Wealth Management
New Hampshire
$9.99M +$3.13M +18,130 +46%
PD
442
Point72 (DIFC)
United Arab Emirates
$9.99M +$9.99M +57,933 New
PCH
443
Polar Capital Holdings
United Kingdom
$9.99M +$134K +777 +1%
ECM
444
Explore Capital Management
Delaware
$9.93M +$9.93M +57,600 New
PGFC
445
Peapack-Gladstone Financial Corp
New Jersey
$9.76M -$1.09M -6,303 -10%
MCWS
446
McKinley Carter Wealth Services
West Virginia
$9.61M +$203K +1,175 +2%
SAM
447
Sawgrass Asset Management
Florida
$9.54M +$9.54M +55,324 New
HL
448
HeadInvest LLC
Maine
$9.5M -$1.09M -6,299 -10%
NIM
449
NEOS Investment Management
Connecticut
$9.46M +$1.84M +10,698 +24%
BCI
450
Brinker Capital Investments
Pennsylvania
$9.45M -$251K -1,454 -3%