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 %
CCM
701
Coldstream Capital Management
Washington
$3.22M +$255K +1,481 +9%
HCM
702
Harvey Capital Management
Florida
$3.2M +$1.84M +10,650 +135%
TFA
703
Trinity Financial Advisors
Ohio
$3.2M
NAM
704
Nutshell Asset Management
United Kingdom
$3.19M +$3.19M +18,500 New
PAS
705
Park Avenue Securities
New York
$3.18M -$526K -3,052 -14%
AEPWM
706
Atlantic Edge Private Wealth Management
Florida
$3.18M -$123K -715 -4%
BFG
707
Berger Financial Group
Minnesota
$3.17M +$58.4K +339 +2%
PIM
708
Plato Investment Management
Australia
$3.16M -$262K -1,525 -8%
FPW
709
Fairvoy Private Wealth
Alabama
$3.14M -$803K -4,657 -20%
Simplex Trading
710
Simplex Trading
Illinois
$3.14M +$90.7K +526 +3%
VAG
711
VisionPoint Advisory Group
Texas
$3.13M +$716K +4,152 +30%
Kayne Anderson Rudnick Investment Management
712
Kayne Anderson Rudnick Investment Management
California
$3.09M +$35.5K +206 +1%
STA
713
Summit Trail Advisors
New York
$3.09M +$3.09M +17,916 New
SSCM
714
Sovereign's Capital Management
Georgia
$3.07M +$232K +1,344 +8%
BF
715
BOK Financial
Oklahoma
$3.07M +$1.21M +7,007 +65%
EIG
716
Ellenbecker Investment Group
Wisconsin
$3.07M -$2.07K -12 -0.1%
NMIMC
717
Northwestern Mutual Investment Management Company
Wisconsin
$3.05M -$70.2K -407 -2%
SSA
718
SSA Swiss Advisors
$3.04M +$3.04M +18,295 New
1C
719
111 Capital
France
$3.03M +$3.03M +17,602 New
LJHT
720
Laurie J. Hall Trustee
$3.02M -$44.8K -260 -1%
ANTB
721
AMG National Trust Bank
Colorado
$3.01M -$36.2K -210 -1%
FFN
722
Focus Financial Network
Minnesota
$2.99M +$1.36M +7,875 +83%
ATPW
723
Ashton Thomas Private Wealth
Arizona
$2.97M +$300K +1,738 +11%
Nomura Holdings
724
Nomura Holdings
Japan
$2.97M -$2.31M -13,390 -44%
RFN
725
RDA Financial Network
Iowa
$2.97M +$274K +1,590 +10%