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 %
KIA
826
Knollwood Investment Advisory
Maryland
$1.91M
FFO
827
Fiduciary Family Office
Florida
$1.9M -$84.5K -490 -4%
IIA
828
ICW Investment Advisors
Arizona
$1.89M +$52.8K +306 +3%
FRM
829
Fox Run Management
Connecticut
$1.89M +$1.89M +10,942 New
LGF
830
LGT Group Foundation
Liechtenstein
$1.89M +$879K +5,101 +87%
PFO
831
PMC FIG Opportunities
Israel
$1.88M +$1.88M +10,896 New
IA
832
IFP Advisors
Florida
$1.87M +$467K +2,704 +33%
BP
833
Ballentine Partners
Massachusetts
$1.87M +$398K +2,306 +27%
WBC
834
Westpac Banking Corp
Australia
$1.86M -$283K -1,643 -13%
BS
835
Banco Santander
Spain
$1.86M -$7.93K -46 -0.4%
BIG
836
Brooklyn Investment Group
New York
$1.86M +$427K +2,477 +30%
CAM
837
Cidel Asset Management
Ontario, Canada
$1.86M +$1.62M +9,399 +675%
XT
838
XTX Topco
Cayman Islands
$1.85M -$2.91M -16,863 -61%
BJL
839
Brighton Jones LLC
Washington
$1.84M -$58.4K -339 -3%
Boston Partners
840
Boston Partners
Massachusetts
$1.84M -$315K -1,825 -15%
AF
841
Advisornet Financial
Minnesota
$1.83M -$16.4K -95 -0.9%
PFS
842
Prospera Financial Services
Texas
$1.83M +$414K +2,404 +29%
IP
843
Interval Partners
New York
$1.82M +$1.82M +10,565 New
DSC
844
Duncker Streett & Co
Missouri
$1.81M -$345 -2 -0%
MSFS
845
Main Street Financial Solutions
Pennsylvania
$1.8M -$82.1K -476 -4%
JFGIW
846
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.79M -$217K -1,259 -11%
CWMK
847
Caliber Wealth Management (Kansas)
Kansas
$1.79M +$129K +750 +8%
BC
848
Burney Company
Virginia
$1.78M -$693K -4,017 -28%
FHA
849
First Horizon Advisors
Tennessee
$1.78M -$81.2K -471 -4%
AAP
850
Ardsley Advisory Partners
Connecticut
$1.78M +$1.78M +10,300 New