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 %
PAMG
526
Patton Albertson Miller Group
Tennessee
$6.55M +$31K +180 +0.5%
HEIP
527
Hudson Edge Investment Partners
New Jersey
$6.5M +$1.34M +7,747 +26%
SIC
528
SFE Investment Counsel
California
$6.47M +$1.37M +7,960 +27%
AG
529
AlTi Global
New York
$6.47M +$5.29M +30,714 +448%
CAC
530
Core Alternative Capital
Georgia
$6.42M -$200K -1,160 -3%
MS
531
Marshall & Sullivan
Washington
$6.41M -$64.1K -372 -1%
Two Sigma Advisers
532
Two Sigma Advisers
New York
$6.35M +$6.35M +36,836 New
JGUA
533
John G. Ullman & Associates
New York
$6.34M -$251K -1,455 -4%
CAPTRUST Financial Advisors
534
CAPTRUST Financial Advisors
North Carolina
$6.28M -$466K -2,704 -7%
KRS
535
Kentucky Retirement Systems
Kentucky
$6.26M -$410K -2,378 -6%
CSP
536
Cary Street Partners
Virginia
$6.25M -$429K -2,490 -6%
HFS
537
Hantz Financial Services
Michigan
$6.24M -$456K -2,644 -7%
BBI
538
Baxter Bros Inc
Connecticut
$6.23M +$391K +2,270 +7%
GC
539
Guggenheim Capital
Illinois
$6.19M +$61K +354 +1%
AWM
540
Apollon Wealth Management
South Carolina
$6.18M -$6.39M -37,061 -51%
SG Americas Securities
541
SG Americas Securities
New York
$6.16M -$948K -5,496 -13%
NME
542
Notis-McConarty Edward
$6.15M -$118K -683 -2%
BIP
543
Bouvel Investment Partners
Pennsylvania
$6.09M +$6.09M +35,301 New
EFM
544
Eley Financial Management
Vermont
$6.06M -$16.4K -95 -0.3%
NIM
545
Nicollet Investment Management
Minnesota
$6.04M -$345K -2,001 -5%
TAMH
546
Taikang Asset Management (HK)
Hong Kong
$6.03M +$6.03M +34,983 New
GWM
547
Graybill Wealth Management
Illinois
$5.99M +$281K +1,632 +5%
DDC
548
DF Dent & Co
Maryland
$5.99M +$122K +706 +2%
Connor, Clark & Lunn Investment Management (CC&L)
549
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$5.98M +$5.98M +34,706 New
AFWM
550
AMJ Financial Wealth Management
Virginia
$5.97M -$1.92M -11,146 -24%