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 %
AI
476
Atria Investments
North Carolina
$8.29M -$1M -5,814 -11%
MIP
477
Marietta Investment Partners
Wisconsin
$8.28M -$28.1K -163 -0.3%
OPERF
478
Oregon Public Employees Retirement Fund
Oregon
$8.26M -$172K -1,000 -2%
Verition Fund Management
479
Verition Fund Management
Connecticut
$8.13M -$8.49M -49,243 -51%
Wellington Management Group
480
Wellington Management Group
Massachusetts
$8.1M -$89.3M -518,193 -92%
MC
481
Middleton & Co
Massachusetts
$8.1M +$77.6K +450 +1%
TSS
482
Thomas Story & Son
Indiana
$8.1M -$90.7K -526 -1%
FNT
483
First National Trust
Pennsylvania
$8.09M -$80.5K -467 -1%
ACM
484
Ayrshire Capital Management
Connecticut
$8.09M +$136K +787 +2%
CCM
485
Carmel Capital Management
California
$8.08M +$43.1K +250 +0.5%
MKC
486
M. Kraus & Co
Vermont
$8.01M +$75.5K +438 +1%
TIP
487
Torray Investment Partners
Maryland
$8.01M -$12.5M -72,687 -61%
Allianz Asset Management
488
Allianz Asset Management
Germany
$7.98M -$38.9M -225,493 -83%
HT
489
Heritage Trust
Oklahoma
$7.97M +$704K +4,083 +10%
LOAME
490
Lombard Odier Asset Management (Europe)
United Kingdom
$7.97M -$1.43M -8,266 -15%
CI
491
CX Institutional
Indiana
$7.95M -$2.35M -13,641 -23%
OC
492
Oarsman Capital
Wisconsin
$7.89M -$220K -1,276 -3%
IIC
493
Ironwood Investment Counsel
Arizona
$7.79M +$965K +5,596 +14%
BCM
494
Brooktree Capital Management
Michigan
$7.78M +$121K +701 +2%
RAM
495
Redmond Asset Management
Virginia
$7.76M +$156K +904 +2%
SGM
496
Scalar Gauge Management
Texas
$7.76M +$7.76M +45,000 New
MWM
497
Moran Wealth Management
Florida
$7.65M +$159K +922 +2%
Vontobel Holding
498
Vontobel Holding
Switzerland
$7.63M +$867K +5,029 +13%
CRC
499
Curi RMB Capital
Illinois
$7.6M +$820K +4,755 +12%
HR
500
Howe & Rusling
New York
$7.54M +$123K +711 +2%