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 %
IWM
1326
IHT Wealth Management
Illinois
$393K -$17.8K -103 -4%
IBOK
1327
Independence Bank of Kentucky
Kentucky
$392K +$39.7K +230 +11%
TC
1328
Truvestments Capital
Florida
$388K -$33.3K -193 -8%
AF
1329
Arrow Financial
New York
$388K
WCM
1330
WealthBridge Capital Management
Ohio
$384K
AA
1331
Armis Advisers
Georgia
$384K +$155K +936 +68%
GCS
1332
Gordian Capital (Singapore)
Singapore
$379K +$379K +2,201 New
JC
1333
JCSD Capital
California
$379K +$379K +2,200 New
SFS
1334
Security Financial Services
Indiana
$378K +$109K +631 +40%
SOW
1335
State of Wyoming
Wyoming
$378K +$149K +863 +65%
SIS
1336
Strategic Investment Solutions
Illinois
$376K +$376K +2,181 New
BIA
1337
Bigelow Investment Advisors
Maine
$374K +$36K +209 +11%
3IP
1338
3Chopt Investment Partners
Virginia
$374K -$25.9K -150 -6%
RAM
1339
Readystate Asset Management
Illinois
$372K +$372K +2,158 New
SIC
1340
Salem Investment Counselors
North Carolina
$371K
AGWCA
1341
Annis Gardner Whiting Capital Advisors
Florida
$370K -$15.7K -91 -4%
LSV Asset Management
1342
LSV Asset Management
Illinois
$369K +$30.3K +176 +9%
MAG
1343
M3 Advisory Group
Massachusetts
$367K -$22.8K -132 -6%
SAM
1344
Seelaus Asset Management
New Jersey
$366K +$366K +2,121 New
WFA
1345
Wellspring Financial Advisors
Ohio
$362K +$113K +654 +45%
FC
1346
Forte Capital
New York
$362K -$108K -627 -23%
UCI
1347
Uncommon Cents Investing
Wisconsin
$362K
FCM
1348
FJ Capital Management
Virginia
$362K +$67.9K +394 +23%
CWM
1349
Calamos Wealth Management
Illinois
$361K +$1.21K +7 +0.3%
JWA
1350
JFS Wealth Advisors
Pennsylvania
$361K +$127K +737 +54%