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 %
CB
1026
Community Bank
New York
$998K +$998K +5,788 New
CCIA
1027
Campbell & Co Investment Adviser
Maryland
$993K +$993K +5,760 New
CF
1028
Copperwynd Financial
Arizona
$989K +$6.72K +39 +0.7%
DAS
1029
Dynamic Advisor Solutions
Arizona
$983K +$85.3K +495 +10%
NAS
1030
Nicolet Advisory Services
Wisconsin
$980K +$48.2K +356 +5%
SFP
1031
Shepherd Financial Partners
Massachusetts
$974K
RIA
1032
Regal Investment Advisors
Michigan
$973K +$164K +951 +20%
MA
1033
Mutual Advisors
Nebraska
$971K +$160K +1,129 +20%
CIA
1034
Cape Investment Advisory
Georgia
$968K +$143K +827 +17%
BCM
1035
Bridgeway Capital Management
Texas
$964K -$17.2K -100 -2%
NICM
1036
Neo Ivy Capital Management
New York
$963K +$963K +5,588 New
ECM
1037
Evergreen Capital Management
Washington
$958K -$26.2K -152 -3%
TCPG
1038
Trivant Custom Portfolio Group
California
$957K +$67.1K +389 +8%
ACM
1039
Allred Capital Management
Texas
$957K +$30K +174 +3%
SFA
1040
Semmax Financial Advisors
North Carolina
$949K +$155K +1,160 +19%
SAM
1041
Sompo Asset Management
Japan
$943K +$264K +1,530 +39%
GLA
1042
Great Lakes Advisors
Illinois
$940K -$898K -5,209 -49%
PA
1043
Promethium Advisors
Maryland
$940K +$422K +2,450 +82%
PCM
1044
Parsons Capital Management
Rhode Island
$937K -$3.45K -20 -0.4%
CI
1045
Cigna Investments
Connecticut
$935K -$50.7K -294 -5%
UAML
1046
US Asset Management LLC
Pennsylvania
$932K
MWM
1047
Modera Wealth Management
New Jersey
$931K -$7.24K -42 -0.8%
ITFISA
1048
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$931K +$915K +5,305 +5,584%
ACM
1049
Advisors Capital Management
New Jersey
$923K +$136K +790 +17%
PCM
1050
Prelude Capital Management
New York
$920K -$273K -1,586 -23%