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 %
DWM
1051
Drive Wealth Management
Utah
$916K -$59.8K -347 -6%
GWP
1052
Gen-Wealth Partners
Michigan
$914K +$149K +864 +19%
FFM
1053
Forum Financial Management
Illinois
$909K -$2.59K -15 -0.3%
LCM
1054
LVM Capital Management
Michigan
$905K -$25.9K -150 -3%
AIP
1055
Ameritas Investment Partners
Nebraska
$902K -$32.2K -187 -3%
SRL
1056
Scientech Research LLC
New Jersey
$902K +$511K +2,965 +131%
LFA
1057
Legacy Financial Advisors
Kentucky
$901K +$515K +2,987 +134%
CAC
1058
Certified Advisory Corp
Florida
$898K +$1.72K +10 +0.2%
GI
1059
GAMCO Investors
Connecticut
$897K +$60.3K +350 +7%
NERM
1060
New England Research & Management
Illinois
$896K +$703K +4,074 +363%
AWA
1061
Arete Wealth Advisors
Illinois
$895K +$587K +3,405 +190%
AIM
1062
Achmea Investment Management
Netherlands
$893K -$28M -162,178 -97%
AGP
1063
Aspire Growth Partners
Florida
$888K -$41.4K -240 -4%
CA
1064
Commerzbank Aktiengesellschaft
Germany
$888K +$78.5K +455 +10%
HCM
1065
Hilton Capital Management
New York
$887K +$58.6K +340 +7%
BAAM
1066
Baker Avenue Asset Management
California
$885K +$24.1K +140 +3%
CAM
1067
Clark Asset Management
New Hampshire
$884K +$698K +4,050 +375%
ACM
1068
Aster Capital Management
United Arab Emirates
$878K +$878K +5,094 New
NB
1069
Nicolet Bankshares
Wisconsin
$875K +$35.7K +207 +4%
CIA
1070
Capital Investment Advisors
Georgia
$875K -$6.21K -36 -0.7%
LFM
1071
LGT Fund Management
Liechtenstein
$869K +$869K +5,043 New
CCFM
1072
Clear Creek Financial Management
Washington
$867K -$363K -2,107 -30%
BFG
1073
Beacon Financial Group
Texas
$865K +$26.2K +152 +3%
TAM
1074
Townsend Asset Management
North Carolina
$863K
BAMCO Inc
1075
BAMCO Inc
New York
$862K -$1.38M -8,000 -62%