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 %
PWS
1351
Peterson Wealth Services
Utah
$361K +$345 +2 +0.1%
CI Investments Inc
1352
CI Investments Inc
Ontario, Canada
$360K +$1.9K +11 +0.5%
Fisher Asset Management
1353
Fisher Asset Management
Washington
$360K +$152K +882 +73%
VFPW
1354
Vantage Financial Partners (Wisconsin)
Wisconsin
$359K
IAIM
1355
International Assets Investment Management
Florida
$359K -$73.3K -425 -17%
QC
1356
Quent Capital
New York
$359K +$2.24K +13 +0.6%
GWMR
1357
GC Wealth Management RIA
Massachusetts
$359K +$359K +2,082 New
FCG
1358
Fielder Capital Group
Tennessee
$356K -$12.4K -72 -3%
MAM
1359
Martingale Asset Management
Massachusetts
$356K -$143K -827 -29%
OFS
1360
OneAscent Financial Services
Alabama
$355K -$158K -915 -31%
EFSCE
1361
Enterprise Financial Services Corp (EFSC)
Missouri
$352K -$9.66K -56 -3%
PVM
1362
Palogic Value Management
Texas
$352K +$15.7K +91 +5%
FWIA
1363
Fort Washington Investment Advisors
Ohio
$351K +$26.4K +153 +8%
WA
1364
Wealth Alliance
New York
$350K -$123K -714 -26%
KIA
1365
KCM Investment Advisors
California
$350K -$81K -470 -19%
CCG
1366
Cypress Capital Group
Florida
$349K
WPW
1367
Waldron Private Wealth
Pennsylvania
$349K
AIC
1368
Archer Investment Corporation
Indiana
$347K -$517 -3 -0.1%
GCM
1369
Gallacher Capital Management
Colorado
$345K +$345K +2,001 New
ICCON
1370
Investment Counsel Company of Nevada
Nevada
$345K
BFO
1371
Biltmore Family Office
North Carolina
$345K
CM
1372
Castleark Management
Illinois
$345K
CPIA
1373
Cornell Pochily Investment Advisors
New York
$342K -$31.9K -185 -9%
SB
1374
Strategic Blueprint
Georgia
$341K +$14.3K +83 +4%
IIC
1375
Integrated Investment Consultants
Michigan
$341K +$341K +1,976 New