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 %
BCM
676
Birch Capital Management
Texas
$3.55M -$213K -1,234 -6%
FWM
677
FFT Wealth Management
Pennsylvania
$3.51M
Carson Wealth (CWM LLC)
678
Carson Wealth (CWM LLC)
Nebraska
$3.51M -$371K -2,154 -10%
MWM
679
Mission Wealth Management
California
$3.51M -$131K -762 -4%
AAS
680
Avantax Advisory Services
Texas
$3.48M -$939K -5,446 -21%
CAM
681
Cresset Asset Management
Illinois
$3.47M +$1.23M +7,116 +55%
APIM
682
Agate Pass Investment Management
Washington
$3.46M +$22.1K +128 +0.6%
SLI
683
Sumitomo Life Insurance
Japan
$3.41M -$126K -728 -4%
ECM
684
Everence Capital Management
Indiana
$3.4M
DCM
685
Davidson Capital Management
Texas
$3.39M +$824K +4,777 +32%
WCM
686
Westend Capital Management
California
$3.38M +$3.38M +19,583 +78,332%
IRAG
687
Investment Research & Advisory Group
Georgia
$3.38M -$82.4K -478 -2%
SCM
688
Sterling Capital Management
North Carolina
$3.32M +$653K +3,787 +25%
MFG
689
Merit Financial Group
Georgia
$3.3M -$188K -1,092 -5%
TC
690
TownSquare Capital
Utah
$3.3M -$8.51M -49,377 -72%
CCM
691
Cox Capital Management
Massachusetts
$3.29M -$57.6K -334 -2%
TMAM
692
Tokio Marine Asset Management
Japan
$3.28M +$286K +1,659 +10%
GI
693
GAMMA Investing
California
$3.28M +$292K +1,696 +10%
CC
694
Centiva Capital
New York
$3.27M +$1.71M +9,930 +110%
BEI
695
Benjamin Edwards Inc
Missouri
$3.27M +$1.46M +8,487 +81%
OIAM
696
OFI Invest Asset Management
France
$3.27M -$41.1K -280 -1%
KA
697
KLCM Advisors
Wisconsin
$3.27M -$199K -1,155 -6%
CNAM
698
Campbell Newman Asset Management
Wisconsin
$3.26M -$6.38K -37 -0.2%
GIS
699
Graphene Investments SAS
France
$3.26M +$1.1M +6,400 +51%
PWM
700
Palumbo Wealth Management
New York
$3.26M -$10.7K -62 -0.3%