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 %
TFS
926
Thoroughbred Financial Services
Tennessee
$1.38M -$984K -5,708 -42%
SG
927
StoneX Group
New York
$1.38M +$456K +2,643 +49%
KPWS
928
Kestra Private Wealth Services
Texas
$1.37M +$10.7K +62 +0.8%
Koshinski Asset Management
929
Koshinski Asset Management
Illinois
$1.37M -$292K -1,695 -18%
RIM
930
Redwood Investment Management
Arizona
$1.37M +$336K +1,949 +33%
LC
931
Landaas & Company
Wisconsin
$1.37M -$53.6K -311 -4%
USCWA
932
U.S. Capital Wealth Advisors
Texas
$1.36M -$23.3K -135 -2%
SAMC
933
Spectrum Asset Management (California)
California
$1.35M +$1.35M +7,817 New
PA
934
Profund Advisors
Maryland
$1.34M -$56.7K -329 -4%
BBWP
935
Beacon Bridge Wealth Partners
Pennsylvania
$1.34M -$1.72K -10 -0.1%
MWM
936
MorganRosel Wealth Management
Colorado
$1.33M +$1.33M +7,699 +18,331%
RWM
937
Ritholtz Wealth Management
New York
$1.33M +$140K +810 +12%
SAM
938
Smartleaf Asset Management
Massachusetts
$1.33M -$240K -1,391 -15%
IDA
939
Intelligence Driven Advisers
California
$1.32M -$10.3K -60 -0.8%
LCM
940
Legato Capital Management
California
$1.32M
CAMG
941
CWA Asset Management Group
Florida
$1.31M -$210K -1,220 -14%
PFGIA
942
Patriot Financial Group Insurance Agency
Massachusetts
$1.31M +$162K +942 +14%
WJWM
943
Williams Jones Wealth Management
New York
$1.3M -$53.4K -310 -4%
RCM
944
Radnor Capital Management
Pennsylvania
$1.3M
AAP
945
Arax Advisory Partners
Colorado
$1.29M +$44.5K +253 +4%
EAM
946
Eukles Asset Management
Ohio
$1.29M +$22.4K +130 +2%
MAM
947
Mystic Asset Management
Rhode Island
$1.28M +$34.5K +200 +3%
LFAS
948
Level Four Advisory Services
Texas
$1.28M +$45.5K +264 +4%
MCCA
949
Mill Creek Capital Advisors
Pennsylvania
$1.28M
LWL
950
Leo Wealth LLC
Texas
$1.27M +$1.27M +7,344 New