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 %
CNBTD
1151
Citizens National Bank Trust Department
Mississippi
$658K
AC
1152
AXQ Capital
New Jersey
$657K -$453K -2,625 -41%
AFT
1153
Alpha Family Trust
California
$656K
HAG
1154
HF Advisory Group
Maryland
$654K -$11.4K -66 -2%
CWP
1155
Curated Wealth Partners
California
$654K +$106K +614 +19%
LWAM
1156
Legacy Wealth Asset Management
Minnesota
$651K +$6.55K +38 +1%
PAP
1157
Persistent Asset Partners
Hong Kong
$647K +$647K +3,752 New
SCM
1158
Shelton Capital Management
Colorado
$646K -$6.38K -37 -1%
HBW
1159
Hazlett, Burt & Watson
West Virginia
$645K +$297K +1,720 +85%
KWM
1160
KFG Wealth Management
Indiana
$645K +$53.3K +309 +9%
AI
1161
Accredited Investors
Minnesota
$644K +$323K +1,875 +101%
TW
1162
TritonPoint Wealth
Maryland
$644K +$326K +1,890 +102%
EWA
1163
EverSource Wealth Advisors
Alabama
$644K -$104K -604 -14%
PSP
1164
Principal Street Partners
Tennessee
$644K +$15.3K +89 +2%
GC
1165
Guardian Capital
Ontario, Canada
$644K +$644K +3,733 New
GM
1166
GeoWealth Management
Illinois
$640K +$6.38K +37 +1%
BTI
1167
Blue Trust Inc
Georgia
$640K -$216K -1,250 -25%
HFA
1168
Hutchinson Financial Advisors
Virginia
$636K +$636K +3,690 New
CI
1169
Conning Inc
Connecticut
$632K -$190K -1,100 -23%
MMEA
1170
Main Management ETF Advisors
California
$632K +$10.3K +60 +2%
KFP
1171
KMG Fiduciary Partners
Ohio
$630K
CC
1172
Carlson Capital
Texas
$621K +$621K +3,600 New
EDRH
1173
Edmond de Rothschild Holding
Switzerland
$616K -$187K -1,082 -23%
CIA
1174
Citadel Investment Advisory
Ohio
$612K
SFS
1175
Sowell Financial Services
Arkansas
$610K +$54.1K +314 +10%