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 %
FAM
851
Fulcrum Asset Management
United Kingdom
$1.77M +$1.77M +10,288 New
BCV
852
Banque Cantonale Vaudoise
Switzerland
$1.77M -$1.31M -7,581 -43%
EW
853
Evoke Wealth
California
$1.76M +$86.9K +504 +5%
EFG
854
Embree Financial Group
Illinois
$1.75M +$690 +4 +0%
CP
855
CenterBook Partners
Connecticut
$1.71M +$210K +1,219 +14%
CFM
856
Catalyst Funds Management
Australia
$1.71M +$1.71M +9,900 New
ST
857
Smithfield Trust
Pennsylvania
$1.69M +$14.8K +86 +0.9%
VA
858
VestGen Advisors
Illinois
$1.68M -$202K -1,169 -11%
CTC
859
Central Trust Company
Missouri
$1.68M -$577K -3,346 -26%
MAA
860
Matrix Asset Advisors
New York
$1.67M +$1.67M +9,711 New
AAS
861
Ameritas Advisory Services
Nebraska
$1.67M -$845K -4,899 -34%
AB
862
ANB Bank
Colorado
$1.67M -$233K -1,350 -12%
MYAM
863
Meiji Yasuda Asset Management
Japan
$1.66M -$440K -2,551 -21%
BHBT
864
Burke & Herbert Bank & Trust
Virginia
$1.66M -$30.2K -175 -2%
MMA
865
Miracle Mile Advisors
California
$1.66M +$45.5K +264 +3%
QI
866
Qtron Investments
Massachusetts
$1.65M
SPC
867
Sigma Planning Corp
Michigan
$1.65M +$129K +748 +8%
UB
868
UMB Bank
Missouri
$1.64M +$41.2K +239 +3%
LAIC
869
Lederer & Associates Investment Counsel
California
$1.64M +$301K +1,743 +22%
BCM
870
Brookstone Capital Management
Illinois
$1.64M +$89.7K +520 +6%
OC
871
Oppenheimer & Co
New York
$1.64M +$893K +5,179 +120%
HI
872
Horizon Investments
North Carolina
$1.63M +$219K +1,270 +15%
JIC
873
Johnson Investment Counsel
Ohio
$1.63M -$74K -429 -4%
S
874
SimplyRich
California
$1.62M
WAS
875
WESPAC Advisors SoCal
California
$1.61M +$787K +4,563 +96%