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 %
KCM
751
Kendall Capital Management
Maryland
$2.61M -$51.7K -300 -2%
LNWWM
752
Laird Norton Wetherby Wealth Management
California
$2.6M +$2.6M +15,054 New
EH
753
Equitable Holdings
New York
$2.56M +$619K +3,591 +32%
IWC
754
Integrated Wealth Concepts
Massachusetts
$2.54M +$34.3K +199 +1%
AIIMS
755
Analyst IMS Investment Management Services
Israel
$2.53M +$328K +1,900 +15%
OAM
756
Ostrum Asset Management
France
$2.53M +$8.97K +52 +0.4%
MM
757
Meridian Management
Arkansas
$2.51M +$557K +4,010 +28%
EHWM
758
Eads & Heald Wealth Management
Georgia
$2.51M -$56.7K -329 -2%
ADMI
759
Albert D. Mason Inc
Massachusetts
$2.5M -$192K -1,116 -7%
SC
760
Scotia Capital
Ontario, Canada
$2.47M -$270K -1,565 -10%
CFG
761
Citizens Financial Group
Rhode Island
$2.41M +$108K +627 +5%
HCM
762
Howland Capital Management
Massachusetts
$2.4M +$11.6K +67 +0.5%
BIM
763
Baldwin Investment Management
Pennsylvania
$2.37M -$21.6K -125 -0.9%
QCG
764
Quadrant Capital Group
Ohio
$2.36M -$79.7K -462 -3%
SWP
765
Sagespring Wealth Partners
Tennessee
$2.35M -$292K -1,691 -11%
GRP
766
Global Retirement Partners
California
$2.34M +$2.34M +13,560 New
CAG
767
Cypress Advisory Group
Arizona
$2.34M +$477K +2,765 +26%
MIM
768
MTM Investment Management
South Carolina
$2.33M +$33.3K +193 +1%
VT
769
Vise Technologies
New York
$2.32M +$2.32M +13,454 New
Fayez Sarofim & Co
770
Fayez Sarofim & Co
Texas
$2.32M +$16.4K +95 +0.7%
HR
771
Hardy Reed
Mississippi
$2.31M +$2.93K +17 +0.1%
S
772
SignatureFD
Georgia
$2.31M +$34.1K +198 +1%
BFO
773
Boston Family Office
Massachusetts
$2.31M +$1.03M +5,990 +81%
Envestnet Portfolio Solutions
774
Envestnet Portfolio Solutions
Illinois
$2.3M -$291K -1,685 -11%
CIG
775
Cullen Investment Group
Louisiana
$2.29M +$28.3K +164 +1%