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 %
WAP
1376
Wealthcare Advisory Partners
Pennsylvania
$340K +$41.6K +241 +14%
HPBT
1377
Hickory Point Bank & Trust
Illinois
$338K -$2.41K -14 -0.7%
WMA
1378
Wealth Management Associates
New Jersey
$336K -$345 -2 -0.1%
LAS
1379
Lloyd Advisory Services
Georgia
$334K +$334K +1,936 New
GFP
1380
Gryphon Financial Partners
Ohio
$333K -$27.2K -158 -8%
KFSC
1381
Keystone Financial Services (Colorado)
Colorado
$332K +$32.9K +191 +11%
OWA
1382
Opal Wealth Advisors
New York
$331K -$242K -1,403 -42%
PWP
1383
Phillips Wealth Planners
Mississippi
$330K +$2.39K +14 +0.7%
HP
1384
Highlander Partners
Texas
$328K
IC
1385
Iconiq Capital
California
$326K -$199K -1,152 -38%
PFA
1386
Pure Financial Advisors
California
$325K +$168K +972 +107%
HHRDM
1387
H&H Retirement Design & Management
Nevada
$324K +$19K +115 +6%
PWG
1388
Portside Wealth Group
Utah
$323K +$23.8K +138 +8%
DP
1389
Dearborn Partners
Illinois
$322K -$2.07K -12 -0.6%
VI
1390
Versor Investments
New York
$317K -$6.9K -40 -2%
CAU
1391
Caxton Associates (UK)
$317K -$8.69M -50,402 -96%
OCM
1392
Osterweis Capital Management
California
$317K +$89.3K +518 +39%
CA
1393
Crewe Advisors
Utah
$316K +$345 +2 +0.1%
HBT
1394
Heartland Bank & Trust
Illinois
$316K -$10K -58 -3%
LPAM
1395
Lodestar Private Asset Management
California
$316K
NAM
1396
NTV Asset Management
West Virginia
$315K -$1.9K -11 -0.6%
IC
1397
Inscription Capital
Texas
$314K +$314K +1,821 New
GWANC
1398
Guardian Wealth Advisors (North Carolina)
North Carolina
$312K +$9.48K +55 +3%
FNBOMD
1399
First National Bank of Mount Dora
Florida
$312K -$17.2K -100 -5%
CH
1400
Cromwell Holdings
Wyoming
$312K