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 %
WT
1076
Washington Trust
Rhode Island
$862K -$206K -1,196 -19%
GAG
1077
GM Advisory Group
New York
$859K +$6.21K +36 +0.7%
EFG
1078
Everhart Financial Group
Ohio
$855K -$56.4K -327 -6%
AWS
1079
Atria Wealth Solutions
New York
$844K -$2M -11,578 -70%
NCM
1080
Neumann Capital Management
California
$843K
MFIM
1081
Mesirow Financial Investment Management
Illinois
$838K -$35.7K -207 -4%
SCA
1082
Sandy Cove Advisors
Massachusetts
$836K -$20.9K -121 -2%
AC
1083
Avestar Capital
New York
$835K +$116K +674 +16%
GWSG
1084
GPS Wealth Strategies Group
Colorado
$834K +$42.2K +245 +5%
SB
1085
Simmons Bank
Arkansas
$833K +$296K +1,718 +55%
BPA
1086
Beacon Pointe Advisors
California
$831K -$84.1K -488 -9%
V
1087
VeraBank
Texas
$827K -$112K -650 -12%
PWP
1088
Principle Wealth Partners
Connecticut
$826K +$5K +29 +0.6%
CA
1089
Crumly & Associates
Illinois
$825K +$29.7K +172 +4%
OWA
1090
One Wealth Advisors
California
$815K +$3.62K +21 +0.4%
MWM
1091
Meridian Wealth Management
Kentucky
$815K -$9.66K -56 -1%
OIA
1092
Optimum Investment Advisors
Illinois
$800K +$4.31K +25 +0.5%
WIA
1093
Westbourne Investment Advisors
Maryland
$799K -$31.2K -181 -4%
EI
1094
Ellevest Inc
New York
$796K +$22.2K +129 +3%
IA
1095
IFC Advisors
California
$796K -$18.4K -107 -2%
AWP
1096
Abacus Wealth Partners
California
$794K +$12.4K +72 +2%
JAG
1097
Journey Advisory Group
Kentucky
$789K -$20.3K -118 -3%
MYIA
1098
Mount Yale Investment Advisors
Colorado
$788K +$107K +619 +16%
RBI
1099
Raiffeisen Bank International
Austria
$787K
FAM
1100
Fairtree Asset Management
South Africa
$787K +$787K +4,565 New