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 %
FMTC
1451
Farmers & Merchants Trust Company
California
$277K +$24.1K +140 +10%
LRIC
1452
Long Road Investment Counsel
Michigan
$277K
VCM
1453
Vision Capital Management
Oregon
$276K
DTL
1454
Dynamic Technology Lab
Singapore
$276K -$923K -5,350 -77%
RBC
1455
Roble Belko & Company
Pennsylvania
$276K
ATFA
1456
All Terrain Financial Advisors
Minnesota
$276K
BAM
1457
Berkshire Asset Management
Pennsylvania
$274K
LC
1458
LCNB Corp
Ohio
$273K
VA
1459
Valmark Advisers
Ohio
$272K -$61K -354 -18%
GIP
1460
Greatmark Investment Partners
Georgia
$272K
CH
1461
Canton Hathaway
Rhode Island
$270K
PFM
1462
Patton Fund Management
Texas
$270K -$2.07M -12,009 -88%
DBG
1463
De Burlo Group
Massachusetts
$269K
Legacy Financial Group (Iowa)
1464
Legacy Financial Group (Iowa)
Iowa
$269K -$16K -93 -6%
HS
1465
Horan Securities
United States
$269K +$18.4K +107 +7%
RCP
1466
Rothschild Capital Partners
New York
$266K
BAM
1467
Bellevue Asset Management
Washington
$266K
JC
1468
JB Capital
Connecticut
$264K +$1.72K +10 +0.7%
SW
1469
SMART Wealth
Nebraska
$264K -$390K -2,261 -60%
NEWAS
1470
N.E.W. Advisory Services
Wisconsin
$263K +$7.76K +45 +3%
NPT
1471
Nixon Peabody Trust
Massachusetts
$263K -$67.4K -391 -20%
AAMA
1472
Advanced Asset Management Advisors
Ohio
$263K
IAMOG
1473
Investors Asset Management of Georgia
Georgia
$262K
CT
1474
Colonial Trust
South Carolina
$262K -$31K -180 -11%
OL
1475
OneFund LLC
Florida
$261K -$2.59K -15 -1%