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 %
CF
901
Convergence Financial
Missouri
$1.48M +$31.6K +183 +2%
GI
902
GLOBALT Investments
Georgia
$1.48M -$28.8K -167 -2%
HTC
903
Haverford Trust Company
Pennsylvania
$1.46M +$164K +952 +13%
VCM
904
Voleon Capital Management
California
$1.46M +$1.46M +8,461 New
GIP
905
Granite Investment Partners
California
$1.46M
FIB
906
First Interstate Bank
Montana
$1.45M -$72.8K -422 -5%
APG
907
Abacus Planning Group
South Carolina
$1.45M -$25.2K -146 -2%
IIA
908
Integral Investment Advisors
California
$1.45M +$15.5K +90 +1%
P
909
Pitcairn
Pennsylvania
$1.44M -$147K -855 -9%
SFFS
910
Stonehage Fleming Financial Services
Jersey
$1.43M +$259K +1,505 +22%
DM
911
Delphi Management
Massachusetts
$1.43M +$267K +1,546 +23%
PA
912
PFG Advisors
Arizona
$1.42M +$1.42M +8,254 New
CFG
913
Cooper Financial Group
California
$1.41M -$40.9K -237 -3%
AA
914
Addison Advisors
Vermont
$1.41M -$1.72K -10 -0.1%
MMM
915
Mendel Money Management
Illinois
$1.41M +$1.41M +8,172 New
YDMI
916
Y.D. More Investments
Israel
$1.41M +$1.07M +6,202 +317%
JWM
917
JGP Wealth Management
Oregon
$1.41M +$27.6K +160 +2%
GC
918
Grimes & Company
Massachusetts
$1.4M +$57.6K +334 +4%
DWM
919
Darwin Wealth Management
Florida
$1.4M +$582K +3,377 +72%
IFS
920
Ifrah Financial Services
Arkansas
$1.4M -$16.2K -94 -1%
PK
921
Pflug Koory
Nebraska
$1.4M
NB
922
NBT Bank
New York
$1.39M -$37.2K -216 -3%
MCM
923
Manchester Capital Management
Vermont
$1.39M -$263K -1,528 -16%
IFWM
924
Institute for Wealth Management
Colorado
$1.39M +$315K +1,826 +29%
FMLI
925
Fukoku Mutual Life Insurance
Japan
$1.39M +$974K +5,649 +237%