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 %
AA
1301
Advisory Alpha
Michigan
$430K +$53.8K +312 +14%
IGAM
1302
iA Global Asset Management
Quebec, Canada
$428K -$12.7M -73,756 -97%
LAM
1303
L2 Asset Management
Massachusetts
$427K +$11.4K +66 +3%
BAM
1304
Belpointe Asset Management
Nevada
$421K -$118K -682 -22%
JCM
1305
Janney Capital Management
Pennsylvania
$421K
CC
1306
Cadinha & Co
Hawaii
$421K -$14.8M -85,985 -97%
AUB
1307
Atlantic Union Bankshares
Virginia
$420K +$188K +1,088 +81%
FFG
1308
Fortem Financial Group
California
$420K -$543K -3,147 -56%
CPRC
1309
Consolidated Portfolio Review Corp
New York
$418K +$418K +2,425 New
CWA
1310
CM Wealth Advisors
Ohio
$416K
MHC
1311
Meyer Handelman Company
New York
$414K
CG
1312
Corundum Group
Colorado
$414K
MSFP
1313
Mark Sheptoff Financial Planning
Connecticut
$411K +$1.55K +9 +0.4%
CCA
1314
Childress Capital Advisors
Texas
$408K +$3.62K +21 +0.9%
CWS
1315
Cypress Wealth Services
California
$406K +$148K +857 +57%
TFA
1316
Tranquilli Financial Advisor
New Jersey
$402K +$102K +591 +34%
BCM
1317
Brown Capital Management
Maryland
$401K -$166K -960 -29%
CFFP
1318
Center for Financial Planning
Michigan
$399K
CSPIA
1319
Cary Street Partners Investment Advisory
Virginia
$399K +$12.1K +70 +3%
WF
1320
WoodTrust Financial
Wisconsin
$398K -$51.8K -300 -12%
BWG
1321
Berry Wealth Group
Texas
$398K -$3.97K -23 -1%
WWM
1322
Western Wealth Management
Colorado
$397K +$16.2K +94 +4%
BCG
1323
Breakwater Capital Group
New Jersey
$397K +$4.83K +28 +1%
LI
1324
Lafayette Investments
Maryland
$394K -$259K -1,500 -40%
PWM
1325
Power Wealth Management
Georgia
$394K +$47.1K +273 +14%