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 %
CCM
1501
Chickasaw Capital Management
Tennessee
$244K
IP
1502
Isthmus Partners
Wisconsin
$243K -$25.9K -150 -10%
CAS
1503
CTC Alternative Strategies
Illinois
$241K +$241K +1,400 New
OPWM
1504
Oregon Pacific Wealth Management
Oregon
$241K +$45.3K +263 +23%
ISL
1505
Ingalls & Snyder LLC
New York
$240K -$27K -157 -10%
UF
1506
Univest Financial
Pennsylvania
$239K -$19.7K -114 -8%
CLOS
1507
Compagnie Lombard Odier SCmA
Switzerland
$238K
BFAG
1508
Blackston Financial Advisory Group
Florida
$238K
FFA
1509
Frazier Financial Advisors
Ohio
$238K
OHWP
1510
Oak Harbor Wealth Partners
North Carolina
$238K -$60.7K -352 -20%
EA
1511
Ergawealth Advisors
Illinois
$238K
IF
1512
Intrua Financial
Texas
$237K
MFWP
1513
Mosaic Family Wealth Partners
Missouri
$236K
HIP
1514
HUB Investment Partners
Texas
$236K +$236K +1,371 New
USB
1515
Union Savings Bank
Connecticut
$236K
CAG
1516
Csenge Advisory Group
Florida
$235K -$10.9K -67 -4%
SWA
1517
Strategies Wealth Advisors
Michigan
$235K +$1.03K +6 +0.4%
FPF
1518
First Pacific Financial
Washington
$235K +$235K +1,363 New
CP
1519
Castleview Partners
Texas
$234K +$234K +1,356 New
SWM
1520
Seed Wealth Management
Illinois
$233K
CSB
1521
City State Bank
Iowa
$232K
RCM
1522
Raleigh Capital Management
North Carolina
$231K +$14.7K +85 +7%
BBA
1523
Baader Bank Aktiengesellschaft
Germany
$231K -$129K -1,211 -36%
CA
1524
CoreCap Advisors
Michigan
$229K -$554K -3,212 -71%
IA
1525
IAM Advisory
Pennsylvania
$229K