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 %
CCA
801
Covey Capital Advisors
Georgia
$2.09M +$8.62K +50 +0.4%
NS
802
NBC Securities
Alabama
$2.08M +$81.5K +473 +4%
BFA
803
Buttonwood Financial Advisors
Maryland
$2.07M -$10.9K -63 -0.5%
TCM
804
Twin Capital Management
Pennsylvania
$2.07M +$53.3K +309 +3%
HI
805
Harbour Investments
Wisconsin
$2.07M +$53.4K +310 +3%
JCM
806
Jacobi Capital Management
Pennsylvania
$2.07M +$108K +626 +6%
BOC
807
Barbara Oil Co
Illinois
$2.07M
MK
808
MASTERINVEST Kapitalanlage
$2.05M +$2.05M +11,904 New
CCM
809
Condor Capital Management
New Jersey
$2.05M -$796K -4,614 -28%
KA
810
Kovack Advisors
Florida
$2.05M -$37.8K -219 -2%
CCM
811
Cinctive Capital Management
New York
$2.04M +$2.04M +11,840 New
TPCW
812
TD Private Client Wealth
New York
$2.03M -$1.45M -8,418 -42%
Capstone Investment Advisors
813
Capstone Investment Advisors
New York
$2M +$1.21M +6,990 +151%
AWC
814
Abundance Wealth Counselors
Pennsylvania
$2M +$57.9K +337 +3%
CWG
815
C WorldWide Group
Denmark
$1.98M -$298M -1,729,006 -99%
VSQM
816
V-Square Quantitative Management
Illinois
$1.97M -$159K -924 -7%
AI
817
Arvest Investments
Arkansas
$1.95M +$1.03K +6 +0.1%
SWMG
818
Signature Wealth Management Group
Georgia
$1.94M +$39.3K +228 +2%
WCA
819
Westover Capital Advisors
Delaware
$1.94M -$75.2K -436 -4%
HAG
820
HighPoint Advisor Group
Illinois
$1.94M -$46.7K -271 -2%
GT
821
Greenleaf Trust
Michigan
$1.92M -$613K -3,557 -24%
SC
822
SummitTX Capital
Texas
$1.92M +$1.06M +6,161 +123%
MYLI
823
Meiji Yasuda Life Insurance
Japan
$1.92M +$870K +5,049 +83%
ACS
824
Archford Capital Strategies
Illinois
$1.92M +$237K +1,377 +14%
TIAA Trust, National Association
825
TIAA Trust, National Association
North Carolina
$1.91M -$226K -1,312 -11%