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 %
DJSG
1126
D.J. St. Germain
Massachusetts
$717K -$10.9K -63 -1%
CWS
1127
Confluence Wealth Services
Pennsylvania
$717K +$1.55K +9 +0.2%
AWM
1128
AE Wealth Management
Kansas
$717K +$7.24K +42 +1%
IP
1129
Intellectus Partners
California
$717K +$54.8K +318 +8%
PWP
1130
Prasad Wealth Partners
Ohio
$715K -$13.8K -80 -2%
CBT
1131
Central Bank & Trust
Kentucky
$715K +$13.4K +78 +2%
GITFIT
1132
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$707K +$621K +3,600 +720%
SAI
1133
Savvy Advisors Inc
New York
$707K +$203K +1,179 +40%
MS
1134
Maven Securities
Jersey
$703K +$703K +4,076 New
AIC
1135
Aurora Investment Counsel
Georgia
$700K -$12.8K -74 -2%
CWM
1136
Chesapeake Wealth Management
Virginia
$699K -$19.5K -113 -3%
BC
1137
Bridgefront Capital
Texas
$698K +$698K +4,051 New
CCA
1138
Checchi Capital Advisers
California
$698K +$3.28K +19 +0.5%
MA
1139
MONECO Advisors
Connecticut
$696K +$19.5K +113 +3%
FC
1140
Farringdon Capital
United Kingdom
$695K +$695K +4,031 New
VCP
1141
Vista Capital Partners
Oregon
$694K -$1.72K -10 -0.2%
RC
1142
RBF Capital
California
$690K
IFU
1143
iSAM Funds (UK)
United Kingdom
$681K +$681K +3,950 New
VVP
1144
Venture Visionary Partners
Ohio
$681K +$261K +1,511 +62%
AMBIA
1145
Allen Mooney & Barnes Investment Advisors
Georgia
$674K
AIMCA
1146
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$672K
QWM
1147
Quadcap Wealth Management
Texas
$672K +$13.6K +79 +2%
MFS
1148
Madrona Financial Services
Washington
$671K +$2.07K +12 +0.3%
WFC
1149
Western Financial Corp
California
$667K +$79.1K +459 +13%
OWA
1150
Outlook Wealth Advisors
Texas
$666K -$690 -4 -0.1%