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 %
DWP
1276
Daymark Wealth Partners
Ohio
$461K +$115K +667 +33%
TIA
1277
Tiemann Investment Advisors
California
$458K
NL
1278
NWAM LLC
Washington
$457K +$457K +3,244 New
SMA
1279
Sage Mountain Advisors
Georgia
$457K -$2.41K -14 -0.5%
CFO
1280
CVA Family Office
Colorado
$455K -$11.9K -69 -3%
CWG
1281
Cornerstone Wealth Group
North Carolina
$454K -$7.93K -46 -2%
CP
1282
Clarendon Private
Massachusetts
$453K -$261K -1,516 -37%
BPWM
1283
BCS Private Wealth Management
New Jersey
$450K +$450K +2,609 New
PTC
1284
Private Trust Company
Ohio
$450K +$2.93K +17 +0.7%
ONB
1285
Old National Bancorp
Indiana
$449K +$76.6K +444 +21%
RF
1286
Rossby Financial
Florida
$449K -$7.76K -45 -2%
BBP
1287
Banco BTG Pactual
Brazil
$448K +$243K +1,408 +118%
PWM
1288
Perigon Wealth Management
California
$446K -$155K -900 -26%
NB
1289
Northwest Bancshares
Pennsylvania
$445K +$7.24K +42 +2%
IAS
1290
Insigneo Advisory Services
Florida
$444K -$278K -1,612 -38%
TCM
1291
Teza Capital Management
Illinois
$443K +$68.1K +395 +18%
FM
1292
Foster & Motley
Ohio
$443K -$9.48K -55 -2%
CWM
1293
Connecticut Wealth Management
Connecticut
$443K
MT
1294
Midwest Trust
Kansas
$439K +$439K +2,549 New
FBT
1295
First Bank & Trust
South Dakota
$438K +$8.79K +51 +2%
PBO
1296
Peoples Bank (Ohio)
Ohio
$436K -$12.8K -74 -3%
WA
1297
WBH Advisory
Maryland
$434K
SPI
1298
Santori & Peters Inc
Pennsylvania
$433K -$1.55K -9 -0.4%
HIP
1299
Harrell Investment Partners
Texas
$433K -$1.78M -10,333 -80%
KWA
1300
Kingswood Wealth Advisors
California
$430K -$312K -1,808 -42%