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 %
RIA
1476
Richwood Investment Advisors
Ohio
$260K
CA
1477
Claro Advisors
Massachusetts
$260K -$81K -470 -24%
GA
1478
Goldstein Advisors
Wisconsin
$259K -$41.7K -242 -14%
1IA
1479
1834 Investment Advisors
Wisconsin
$257K
PWAM
1480
Private Wealth Asset Management
Iowa
$257K -$12.6K -73 -5%
KCM
1481
Kathmere Capital Management
Pennsylvania
$257K +$18.3K +106 +8%
RIL
1482
Rothschild Investment LLC
Illinois
$256K +$49K +284 +24%
AWM
1483
Accurate Wealth Management
Florida
$255K +$28.3K +167 +12%
RT
1484
Rockland Trust
Massachusetts
$255K
CAM
1485
Creekmur Asset Management
Illinois
$252K +$53.8K +312 +27%
KMWM
1486
Keudell/Morrison Wealth Management
Oregon
$252K -$6.9K -40 -3%
CAAS
1487
Capital Asset Advisory Services
Michigan
$251K -$85.6K -496 -25%
SBFM
1488
S-Bank Fund Management
Finland
$249K -$21.2K -123 -8%
AWA
1489
AGH Wealth Advisors
Kansas
$249K +$4.83K +28 +2%
MAM
1490
Mainsail Asset Management
Alabama
$248K +$2.07K +12 +0.8%
JSSH
1491
J. Safra Sarasin Holding
$247K -$156K -903 -39%
CCA
1492
Cottonwood Capital Advisors
Utah
$247K +$1.03K +6 +0.4%
EFM
1493
E Fund Management
China
$247K -$5.17K -30 -2%
CAM
1494
Claret Asset Management
Quebec, Canada
$247K +$2.41K +14 +1%
ACM
1495
Alethea Capital Management
Washington
$247K +$247K +1,432 New
Wolverine Trading
1496
Wolverine Trading
Illinois
$247K +$247K +1,431 New
SSWM
1497
Sheets Smith Wealth Management
North Carolina
$246K -$512K -2,972 -68%
UWM
1498
USAdvisors Wealth Management
Minnesota
$246K -$11.2K -65 -4%
RA
1499
RFG Advisory
Alabama
$245K +$30.2K +175 +14%
RZH
1500
Relyea Zuckerberg Hanson
Connecticut
$245K -$13.3K -77 -5%