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 %
ST
951
Spinnaker Trust
Maine
$1.26M
WA
952
Waverly Advisors
Alabama
$1.26M -$105K -607 -8%
VC
953
Veracity Capital
Georgia
$1.25M +$223K +1,292 +22%
LFA
954
Legend Financial Advisors
Pennsylvania
$1.24M
WB
955
WesBanco Bank
West Virginia
$1.24M -$86K -499 -6%
1CP
956
17 Capital Partners
Arizona
$1.24M -$58.6K -340 -5%
PPA
957
Pacific Point Advisors
California
$1.23M +$74.8K +434 +6%
LGA
958
Lebenthal Global Advisors
New York
$1.23M -$35.2K -204 -3%
PCA
959
Purkiss Capital Advisors
Connecticut
$1.23M
JWCA
960
J.W. Cole Advisors
Florida
$1.22M +$132K +763 +12%
RB
961
Renasant Bank
Mississippi
$1.22M +$477K +2,764 +64%
MSAM
962
Moloney Securities Asset Management
Missouri
$1.21M -$111K -645 -8%
VFA
963
Voya Financial Advisors
Connecticut
$1.21M +$75.1K +436 +7%
GDP
964
Great Diamond Partners
Maine
$1.21M +$1.21M +7,019 New
DWM
965
Dogwood Wealth Management
Kansas
$1.2M +$58.5K +343 +5%
DIA
966
Dean Investment Associates
Ohio
$1.2M +$94.1K +546 +8%
SCP
967
Sender Company & Partners
New York
$1.19M +$1.19M +6,931 New
CPA
968
Court Place Advisors
Maryland
$1.19M -$45.7K -265 -4%
A
969
AlphaQuest
New York
$1.19M +$416K +2,413 +54%
LT
970
Legacy Trust
Michigan
$1.19M -$3.45K -20 -0.3%
MW
971
Maia Wealth
Colorado
$1.19M -$75.7K -439 -6%
LAM
972
LECAP Asset Management
United Kingdom
$1.18M +$1.18M +6,873 New
TCA
973
Transcend Capital Advisors
New Jersey
$1.18M -$662K -3,839 -36%
ACA
974
Anchor Capital Advisors
Massachusetts
$1.18M -$24.1K -140 -2%
BCWM
975
Bartlett & Co Wealth Management
Ohio
$1.18M -$17.1K -99 -1%