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 %
BA
1176
Bridgewater Advisors
New York
$608K -$9.12K -64 -1%
BWP
1177
BSW Wealth Partners
Colorado
$607K +$2.07K +12 +0.3%
HWA
1178
Heritage Wealth Advisors
Virginia
$605K -$1.38K -8 -0.2%
CIG
1179
Cascade Investment Group
Colorado
$596K
MIA
1180
MMBG Investment Advisors
Florida
$595K
SIG
1181
Sargent Investment Group
Maryland
$594K -$19.4K -145 -3%
GD
1182
Grandfield & Dodd
New York
$594K
MHC
1183
May Hill Capital
Massachusetts
$593K -$15.5K -90 -3%
CGL
1184
Clarius Group LLC
Washington
$589K -$88.8K -515 -13%
RPCONE
1185
Retirement Planning Company of New England
Rhode Island
$588K -$862 -5 -0.1%
RMDI
1186
R.M. Davis Inc
Maine
$585K +$180K +1,045 +44%
TCPW
1187
Twin City Private Wealth
North Carolina
$585K +$21.9K +127 +4%
TTWM
1188
TCV Trust & Wealth Management
Virginia
$584K +$584K +3,389 New
LWANC
1189
Laurel Wealth Advisors (North Carolina)
North Carolina
$584K +$580K +100,004 +14,620%
OL
1190
Optas LLC
Texas
$584K +$17.9K +104 +3%
PCP
1191
Proficio Capital Partners
Massachusetts
$583K +$150K +870 +35%
FFA
1192
Florida Financial Advisors
Florida
$576K +$124K +719 +27%
AWM
1193
Angeles Wealth Management
California
$576K +$19.7K +114 +4%
SWP
1194
Strategic Wealth Partners
Ohio
$574K +$574K +3,332 New
HIC
1195
Holderness Investments Company
North Carolina
$573K -$6.9K -40 -1%
LRWA
1196
Long Run Wealth Advisors
New York
$572K +$56.9K +330 +11%
Walleye Trading
1197
Walleye Trading
New York
$570K -$13.6M -78,627 -96%
MC
1198
Miramar Capital
Illinois
$569K -$47.4K -275 -8%
CM
1199
Caption Management
Oklahoma
$569K +$569K +3,300 New
CFP
1200
Catalyst Financial Partners
Massachusetts
$566K +$44.5K +258 +9%