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 %
LI
1201
LVZ Inc
Michigan
$566K
WFI
1202
West Family Investments
California
$564K +$232K +1,348 +70%
CWIG
1203
Chung Wu Investment Group
Texas
$562K -$51.7K -300 -8%
PP
1204
PDS Planning
Ohio
$561K -$29K -168 -5%
BCFD
1205
Boit C.F. David
$560K +$190K +1,100 +51%
AFG
1206
Atomi Financial Group
New York
$560K -$598K -3,467 -52%
EWS
1207
Evergreen Wealth Solutions
Pennsylvania
$560K +$101K +586 +22%
MC
1208
Matisse Capital
Oregon
$560K
ICP
1209
Impact Capital Partners
Colorado
$556K -$48.4K -281 -8%
NGA
1210
Naples Global Advisors
Florida
$555K +$6.55K +38 +1%
MFF
1211
Michels Family Financial
Texas
$554K -$21.4K -124 -4%
TPW
1212
Talon Private Wealth
Florida
$553K +$10.3K +60 +2%
MAM
1213
Marotta Asset Management
Virginia
$552K -$1.9K -11 -0.3%
PCMC
1214
Paragon Capital Management (Colorado)
Colorado
$552K
PCM
1215
Pointe Capital Management
Michigan
$549K +$5K +29 +0.9%
QWP
1216
Quotient Wealth Partners
Texas
$546K -$45.2K -262 -8%
WAG
1217
Wallace Advisory Group
California
$546K -$109K -492 -17%
FLPIM
1218
F.L. Putnam Investment Management
Massachusetts
$545K -$888K -5,149 -62%
First Manhattan
1219
First Manhattan
New York
$545K -$12.9K -75 -2%
RCA
1220
Resonant Capital Advisors
Wisconsin
$544K +$30.3K +176 +6%
CT
1221
Clearstead Trust
Maine
$543K +$21.6K +125 +4%
SQA
1222
Simon Quick Advisors
New Jersey
$542K +$65.5K +380 +14%
BI
1223
BlueSpruce Investments
Illinois
$541K +$541K +3,137 New
RDWM
1224
Red Door Wealth Management
Tennessee
$536K +$47.8K +277 +10%
CF
1225
Centaurus Financial
California
$536K +$24.5K +142 +5%