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 %
TCM
1251
Tributary Capital Management
Nebraska
$497K +$43.1K +250 +10%
DW30
1252
Drucker Wealth 3.0
New Jersey
$494K -$140K -818 -22%
PJSIMP
1253
P.J. Schmidt Investment Management (PJS)
Wisconsin
$494K
CFS
1254
CRA Financial Services
New Jersey
$493K
FWA
1255
Flagship Wealth Advisors
Massachusetts
$492K
BCM
1256
Blume Capital Management
California
$491K -$263K -1,524 -35%
PWMAG
1257
Pinnacle Wealth Management Advisory Group
New Jersey
$485K +$13.3K +77 +3%
LCM
1258
Laurion Capital Management
New York
$482K +$482K +2,796 New
AR
1259
Apeiron RIA
Texas
$481K -$3.28K -19 -0.7%
SCM
1260
Schnieders Capital Management
California
$480K +$83.3K +483 +21%
S
1261
Sunpointe
Missouri
$479K +$479K +2,780 New
FB
1262
Finward Bancorp
Indiana
$476K
BFA
1263
Beacon Financial Advisory
Ohio
$475K -$94.8K -550 -17%
WTC
1264
WhitTier Trust Company
Nevada
$474K -$13.8K -80 -3%
VIM
1265
Vista Investment Management
Pennsylvania
$472K -$17.2K -100 -4%
OTPPB
1266
Ontario Teachers' Pension Plan Board
Ontario, Canada
$472K -$81.2K -471 -15%
AWA
1267
Aaron Wealth Advisors
Illinois
$472K -$77.6K -450 -14%
RWP
1268
RWA Wealth Partners
Massachusetts
$471K
RFW
1269
Rainier Family Wealth
Washington
$470K -$83.4K -484 -15%
PDL
1270
Portfolio Design Labs
California
$469K -$429K -2,491 -48%
IAA
1271
Ironsides Asset Advisors
North Carolina
$467K +$17.1K +99 +4%
AC
1272
AlphaCore Capital
California
$467K +$161K +934 +53%
SAM
1273
Secure Asset Management
Michigan
$465K +$465K +2,698 New
PPWP
1274
Premier Path Wealth Partners
New Jersey
$464K -$8.79K -51 -2%
SG
1275
Somerset Group
Minnesota
$464K