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 %
NRG
776
Nemes Rush Group
Michigan
$2.29M -$4.28M -24,833 -65%
JHCP
777
Jackson Hole Capital Partners
Oklahoma
$2.29M +$112K +648 +5%
MC
778
Machina Capital
France
$2.28M +$2.28M +13,221 New
CFCI
779
Comprehensive Financial Consultants Institutional
Indiana
$2.28M +$97.2K +564 +4%
Los Angeles Capital Management
780
Los Angeles Capital Management
California
$2.27M -$34M -197,059 -94%
AAS
781
Annex Advisory Services
Wisconsin
$2.26M +$132K +764 +6%
IAA
782
Independent Advisor Alliance
North Carolina
$2.25M +$45K +261 +2%
JFG
783
Jefferies Financial Group
New York
$2.25M +$1.6M +9,287 +248%
CIA
784
Concurrent Investment Advisors
Florida
$2.23M +$32.9K +191 +1%
SPC
785
Spirepoint Private Client
Florida
$2.23M +$2.23M +12,930 New
DC
786
Davenport & Co
Virginia
$2.23M -$452K -2,620 -17%
TAM
787
Trillium Asset Management
Massachusetts
$2.23M +$134K +780 +6%
AWA
788
Arkadios Wealth Advisors
Georgia
$2.22M +$1.78M +10,346 +412%
FFA
789
Farther Finance Advisors
California
$2.18M +$635K +3,685 +41%
SGI
790
Summit Global Investments
Utah
$2.18M +$1.95M +11,335 +861%
OLVIG
791
Oliver Lagore Vanvalin Investment Group
Michigan
$2.18M +$2.18M +9,863 New
SC
792
Sawyer & Company
Massachusetts
$2.17M +$34.3K +199 +2%
DWM
793
Dakota Wealth Management
Florida
$2.17M +$172K +999 +9%
PAM
794
Palisade Asset Management
Minnesota
$2.13M
PA
795
Parallel Advisors
California
$2.13M +$942K +5,464 +80%
NDSI
796
Newman Dignan & Sheerar Inc
Rhode Island
$2.12M -$34.3K -199 -2%
MOS
797
MGO One Seven
Ohio
$2.12M -$88.1K -511 -4%
MSA
798
MUFG Securities Americas
New York
$2.12M +$382K +2,217 +22%
PCA
799
Private Capital Advisors
Connecticut
$2.11M
WP
800
WealthShield Partners
North Carolina
$2.09M +$54.3K +315 +3%