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 %
LIM
1226
Leavell Investment Management
Alabama
$535K -$12.6K -73 -2%
SW
1227
SkyOak Wealth
Michigan
$534K
RP
1228
Riverbridge Partners
Minnesota
$531K
EWA
1229
Exencial Wealth Advisors
Oklahoma
$530K +$530K +3,076 New
PI
1230
PFG Investments
New York
$523K +$82.4K +478 +19%
FIA
1231
Foundations Investment Advisors
Arizona
$521K -$265K -1,537 -34%
EP
1232
EPIQ Partners
Minnesota
$521K +$7.76K +45 +2%
BFA
1233
Beaumont Financial Advisors
Massachusetts
$521K +$32.8K +190 +7%
Walleye Capital
1234
Walleye Capital
New York
$518K +$81.7K +474 +19%
LWMM
1235
Legacy Wealth Management (Mississippi)
Mississippi
$517K
AA
1236
Alta Advisers
United Kingdom
$513K
SOS
1237
Silver Oak Securities
Tennessee
$511K +$22.8K +132 +5%
LCGC
1238
Legacy Capital Group California
California
$510K +$4.48K +26 +0.9%
EFS
1239
Essex Financial Services
Connecticut
$510K -$77.9K -452 -13%
BOS
1240
Bank of Stockton
California
$508K
ILI
1241
Invesco LLC (Illinois)
Illinois
$506K +$51.6K +299 +11%
TWM
1242
Trueblood Wealth Management
Ohio
$505K +$22.2K +129 +5%
RS
1243
R Squared
Hong Kong
$505K -$60.7K -352 -11%
CSA
1244
Cornerstone Select Advisors
Missouri
$503K -$125K -723 -20%
SAM
1245
Strategy Asset Managers
California
$501K -$15.2K -88 -3%
FNFDCM
1246
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$501K
FHA
1247
Flagship Harbor Advisors
Massachusetts
$500K -$1.72K -10 -0.3%
DBRC
1248
D.B. Root & Company
Pennsylvania
$499K +$110K +637 +28%
WA
1249
Wambolt & Associates
Colorado
$499K +$101K +586 +25%
FCP
1250
Fidelis Capital Partners
Florida
$497K -$15.3K -114 -3%