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 %
HSA
976
HBK Sorce Advisory
Pennsylvania
$1.17M -$34.1K -198 -3%
TCOV
977
Trust Company of Vermont
Vermont
$1.17M -$18.1K -105 -2%
BRWA
978
B. Riley Wealth Advisors
Florida
$1.17M +$1.17M +6,806 New
SIA
979
SkyView Investment Advisors
New Jersey
$1.17M -$12.2K -71 -1%
Empower Advisory Group
980
Empower Advisory Group
Colorado
$1.17M +$32.4K +188 +3%
WF
981
Wayfinding Financial
Washington
$1.17M -$35.1K -258 -3%
SIG
982
Sky Investment Group
Connecticut
$1.16M +$307K +1,780 +36%
SMC
983
Smith, Moore & Co
Missouri
$1.16M -$59.3K -344 -5%
HCM
984
Hengehold Capital Management
Ohio
$1.15M +$38.1K +221 +3%
CVM
985
Cheviot Value Management
California
$1.15M +$76.7K +576 +7%
MPM
986
Meritage Portfolio Management
Kansas
$1.15M
WT
987
Whittier Trust
California
$1.14M +$569K +3,300 +100%
TAM
988
Trust Asset Management
Texas
$1.13M
CWM
989
Centurion Wealth Management
Virginia
$1.13M -$311K -1,801 -22%
KTM
990
Keeler Thomas Management
Utah
$1.13M -$2.08M -12,072 -65%
YC
991
Yarbrough Capital
Tennessee
$1.12M
AWMT
992
AAFMAA Wealth Management & Trust
North Carolina
$1.12M -$126K -729 -10%
HWAM
993
Hennion & Walsh Asset Management
New Jersey
$1.12M +$83.1K +482 +8%
KWM
994
Kingsview Wealth Management
Oregon
$1.11M +$36.7K +213 +3%
TA
995
Tectonic Advisors
Texas
$1.11M +$86.6K +502 +8%
CBT
996
CoreFirst Bank & Trust
Kansas
$1.1M
WPC
997
Wedmont Private Capital
Pennsylvania
$1.1M -$75K -439 -6%
NP
998
NorthRock Partners
Minnesota
$1.1M +$2.93K +17 +0.3%
CUAMC
999
China Universal Asset Management Company
China
$1.09M -$2.62M -15,200 -71%
BTW
1000
Boston Trust Walden
Massachusetts
$1.09M