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 %
EIP
1101
Ellis Investment Partners
Pennsylvania
$777K -$6.55K -38 -0.8%
RGC
1102
Roberts, Glore & Co
Illinois
$777K +$31.9K +185 +4%
JMFC
1103
J.M. Forbes & Co
Massachusetts
$773K -$101K -583 -12%
RAG
1104
RIA Advisory Group
Iowa
$772K -$301K -1,748 -28%
ERSOT
1105
Employees Retirement System of Texas
Texas
$767K +$767K +4,451 New
OIS
1106
Okabena Investment Services
Minnesota
$767K -$268K -1,552 -26%
MCA
1107
Magnolia Capital Advisors
Mississippi
$765K -$23.8K -138 -3%
MLL
1108
Moody Lynn & Lieberson
Massachusetts
$763K +$6.72K +39 +0.9%
CC
1109
Copperleaf Capital
North Carolina
$763K -$3.62K -21 -0.5%
IAG
1110
Ipsen Advisor Group
Arkansas
$759K +$759K +4,402 New
CIC
1111
Cornercap Investment Counsel
Georgia
$759K +$759K +4,401 New
RCAG
1112
Rehmann Capital Advisory Group
Michigan
$753K -$11.2K -65 -1%
VC
1113
Vestor Capital
Illinois
$750K -$4.18M -111,468 -85%
CHAM
1114
Clear Harbor Asset Management
Connecticut
$750K +$6.38K +37 +0.9%
SCA
1115
Stonebridge Capital Advisors
Minnesota
$744K +$16.9K +98 +2%
FNBTCON
1116
First National Bank & Trust Co of Newtown
Pennsylvania
$738K
LP
1117
LMR Partners
United Kingdom
$735K
T. Rowe Price Investment Management
1118
T. Rowe Price Investment Management
Maryland
$735K +$68.5K +397 +10%
HCM
1119
Howard Capital Management
Georgia
$732K +$132K +765 +22%
Balyasny Asset Management
1120
Balyasny Asset Management
Illinois
$730K +$124K +720 +20%
HH
1121
Hilltop Holdings
Texas
$730K -$117K -679 -14%
CWA
1122
Crux Wealth Advisors
California
$729K +$8.28K +48 +1%
APC
1123
Aspire Private Capital
North Carolina
$725K +$18.1K +105 +3%
PFBT
1124
Parkside Financial Bank & Trust
Missouri
$724K +$4.83K +28 +0.7%
NWAG
1125
Net Worth Advisory Group
Utah
$724K +$7.59K +44 +1%