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 %
NPF
1426
Norris Perne & French
Michigan
$296K -$17.2K -100 -6%
JSW
1427
Journey Strategic Wealth
New Jersey
$296K +$17.8K +103 +6%
HTIM
1428
Harbour Trust & Investment Management
Indiana
$296K
FHC
1429
First Heartland Consultants
Missouri
$296K +$4.83K +28 +2%
SCM
1430
Sandler Capital Management
New York
$293K -$3.06M -17,760 -91%
SNBOSCI
1431
Security National Bank of Sioux City Iowa
Iowa
$293K -$3.45K -20 -1%
NW
1432
NewEdge Wealth
Pennsylvania
$293K -$97.5K -735 -25%
SCP
1433
Sivia Capital Partners
California
$292K -$20.3K -118 -7%
RFA
1434
ROI Financial Advisors
Oregon
$292K +$124K +721 +74%
GFG
1435
Goldstone Financial Group
Illinois
$290K
OFG
1436
Oxford Financial Group
Indiana
$289K -$14K -81 -5%
JCM
1437
Jacobsen Capital Management
Utah
$288K -$4.14K -24 -1%
CCWM
1438
Cassaday & Co Wealth Management
Virginia
$288K
ALC
1439
Alexander Labrunerie & Co
Missouri
$288K
OF
1440
Optimize Financial
California
$287K -$1.72K -10 -0.6%
CPIG
1441
Chicago Partners Investment Group
Illinois
$287K +$67.8K +474 +31%
RSA
1442
River Street Advisors
Illinois
$285K
FPWM
1443
FSB Premier Wealth Management
Iowa
$283K -$517 -3 -0.2%
2L
1444
25 LLC
Missouri
$283K +$1.72K +10 +0.6%
BFPW
1445
BOK Financial Private Wealth
Colorado
$282K -$17.8K -103 -6%
MSE
1446
MUFG Securities EMEA
United Kingdom
$282K +$282K +1,638 New
SWM
1447
SeaCrest Wealth Management
New York
$282K -$19.3K -112 -6%
OSNBOA
1448
Old Second National Bank of Aurora
Illinois
$281K
AHC
1449
Adell Harriman & Carpenter
Texas
$277K +$862 +5 +0.3%
GS
1450
GTS Securities
New York
$277K -$132K -766 -32%