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 %
SWM
651
Spire Wealth Management
Virginia
$3.83M -$2.25M -13,457 -37%
PCA
652
Peddock Capital Advisors
Massachusetts
$3.81M +$72.6K +421 +2%
LAM
653
LOM Asset Management
$3.79M +$3.79M +21,998 New
CIS
654
Capital International Sarl
California
$3.79M +$276K +1,599 +8%
FCM
655
Fairbanks Capital Management
California
$3.79M +$1.06M +6,172 +39%
BLC
656
Brown, Lisle/Cummings
Rhode Island
$3.78M -$52.6K -305 -1%
AC
657
Asio Capital
Kentucky
$3.75M +$1.17M +6,815 +46%
SFI
658
Siemens Fonds Invest
Germany
$3.72M +$169K +978 +5%
SC
659
Savant Capital
Illinois
$3.7M -$1.13M -6,574 -23%
OAC
660
OMERS Administration Corp
Ontario, Canada
$3.69M
LTAS
661
Linden Thomas Advisory Services
North Carolina
$3.68M +$3.68M +21,324 New
SI
662
Stephens Inc
Arkansas
$3.68M -$150K -869 -4%
ACM
663
Aquatic Capital Management
Illinois
$3.67M +$3.67M +21,301 New
TCOO
664
Trust Company of Oklahoma
Oklahoma
$3.66M +$59.8K +347 +2%
ALMGDA
665
AG2R La Mondiale Gestion d'Actifs
France
$3.65M
TCCM
666
Timber Creek Capital Management
Massachusetts
$3.64M -$22.3K -166 -0.6%
LG
667
LaFleur & Godfrey
Michigan
$3.63M +$136K +789 +4%
RSWM
668
Robertson Stephens Wealth Management
California
$3.63M +$6.9K +40 +0.2%
CA
669
Cornerstone Advisors
North Carolina
$3.62M -$86.2K -500 -2%
MC
670
Moors & Cabot
Massachusetts
$3.6M -$45.3K -263 -1%
PA
671
Pinnacle Associates
New York
$3.59M +$694K +4,024 +24%
EF
672
Empirical Finance
Pennsylvania
$3.59M +$22.4K +130 +0.6%
VanEck Associates
673
VanEck Associates
New York
$3.56M +$85.2K +494 +2%
FMWA
674
Forvis Mazars Wealth Advisors
Missouri
$3.56M -$132K -768 -4%
BAM
675
Broyhill Asset Management
North Carolina
$3.56M +$663K +3,845 +23%