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 %
EIA
501
Edgemoor Investment Advisors
Maryland
$7.5M +$293K +1,699 +4%
ERIC
502
Eagle Rock Investment Company
Georgia
$7.46M +$293K +1,700 +4%
BDL
503
Bey-Douglas LLC
Georgia
$7.44M +$1.88M +10,891 +34%
CCG
504
Cloverfields Capital Group
Minnesota
$7.42M +$984K +5,710 +15%
HBT
505
Hills Bank & Trust
Iowa
$7.4M -$95.3K -553 -1%
GVAG
506
Great Valley Advisor Group
Delaware
$7.36M -$4.32M -25,075 -37%
KAS
507
Kestra Advisory Services
Texas
$7.34M -$426K -2,468 -5%
OIA
508
OneDigital Investment Advisors
Kansas
$7.32M -$105K -609 -1%
DRD
509
Dennis R. Delaney
$7.31M +$50.9K +295 +0.7%
DF
510
DNCA Finance
France
$7.22M
CCM
511
Carderock Capital Management
Maryland
$7.1M -$1.09M -6,335 -13%
ACM
512
Aryeh Capital Management
Ontario, Canada
$7.08M
LOPW
513
Live Oak Private Wealth
North Carolina
$7.05M +$262K +1,522 +4%
BEAM
514
Baker Ellis Asset Management
Washington
$6.99M -$208K -1,205 -3%
VCA
515
Verdence Capital Advisors
Maryland
$6.97M +$534K +3,097 +8%
TIM
516
Thompson Investment Management
Wisconsin
$6.91M +$544K +3,155 +9%
PHK
517
Point72 Hong Kong
Hong Kong
$6.82M +$6.82M +39,578 New
UBP
518
Union Bancaire Privee
Switzerland
$6.8M -$1.72M -11,458 -20%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
519
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$6.8M +$2.63M +15,245 +63%
VIM
520
Vinva Investment Management
Australia
$6.74M +$3.66M +21,260 +119%
EP
521
Edgestream Partners
New Jersey
$6.74M +$6.56M +38,023 +3,580%
Wealthfront Advisers
522
Wealthfront Advisers
California
$6.72M -$2.96M -17,191 -31%
BCM
523
BTC Capital Management
Iowa
$6.72M -$1.97M -11,421 -23%
FT
524
Fiduciary Trust
Massachusetts
$6.66M +$372K +2,159 +6%
MSU
525
Mizuho Securities USA
New York
$6.61M -$1.25M -7,230 -16%