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 %
RWB
1401
RMR Wealth Builders
New Jersey
$311K -$4.48K -26 -1%
MAWA
1402
Moss Adams Wealth Advisors
Washington
$310K -$50.2K -291 -14%
MSS
1403
Mitchell Sinkler & Starr
Pennsylvania
$310K +$45.2K +262 +17%
CNBT
1404
Canandaigua National Bank & Trust
New York
$309K -$9.83K -57 -3%
EM
1405
Excalibur Management
Massachusetts
$309K -$30.2K -175 -9%
SW
1406
SVB Wealth
Massachusetts
$308K +$308K +1,787 New
TPWA
1407
TRUE Private Wealth Advisors
Oregon
$308K +$14.8K +86 +5%
CFP
1408
Cascade Financial Partners
California
$307K
OPA
1409
Old Port Advisors
Maine
$306K +$2.07K +12 +0.7%
FG
1410
Fiduciary Group
Georgia
$305K +$12.1K +70 +4%
QFPS
1411
Quantum Financial Planning Services
Washington
$304K
LFG
1412
Larson Financial Group
Missouri
$304K +$77.8K +451 +34%
T
1413
TOBAM
France
$303K +$303K +1,758 New
SI
1414
Seeds Investor
New York
$301K -$132K -767 -31%
TPI
1415
Trust Point Inc
Wisconsin
$301K -$21K -122 -7%
BIG
1416
Brookwood Investment Group
Arizona
$301K +$301K +1,743 New
ARC
1417
Advisor Resource Council
Texas
$300K -$3.34M -19,365 -92%
PIWA
1418
Prevail Innovative Wealth Advisors
Kansas
$300K
TCOT
1419
Trust Company of Toledo
Ohio
$300K -$2.41K -14 -0.8%
KFS
1420
Kaizen Financial Strategies
California
$300K +$517 +3 +0.2%
SIM
1421
Sentry Investment Management
Wisconsin
$299K
SEIA
1422
Signature Estate & Investment Advisors
California
$299K -$7.59K -44 -2%
NHC
1423
Nicholas Hoffman & Company
Georgia
$297K +$3.28K +19 +1%
MG
1424
Mather Group
Illinois
$297K -$56.7K -329 -16%
IWA
1425
IVC Wealth Advisors
Pennsylvania
$297K +$517 +3 +0.2%