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 %
TWM
1526
Tradition Wealth Management
Minnesota
$228K +$228K +1,323 New
TC
1527
Trust Company
Kansas
$227K
CCA
1528
Cobblestone Capital Advisors
New York
$227K -$3.45K -20 -1%
VCP
1529
Verus Capital Partners
Arizona
$226K -$5.35K -31 -2%
ESB
1530
Essex Savings Bank
Connecticut
$226K +$34.7K +201 +18%
WA1
1531
Wimmer Associates 1
California
$226K
AMM
1532
American Money Management
California
$226K
PWPS
1533
Pinnacle Wealth Planning Services
Ohio
$224K -$34.8K -202 -13%
CA
1534
Capital Advantage
California
$223K +$16K +93 +8%
FPGT
1535
Financial Partners Group (Tennessee)
Tennessee
$223K
EAM
1536
Empirical Asset Management
Massachusetts
$223K +$31.6K +183 +16%
FFA
1537
Fragasso Financial Advisors
Pennsylvania
$223K -$5.86K -34 -3%
BF
1538
bLong Financial
Tennessee
$222K
ML
1539
McAdam LLC
Pennsylvania
$222K +$4.14K +24 +2%
IIM
1540
Ipswich Investment Management
Massachusetts
$222K
KP
1541
Kitching Partners
Pennsylvania
$221K +$5.35K +31 +2%
PPW
1542
Presilium Private Wealth
Pennsylvania
$221K
PWM
1543
Pines Wealth Management
North Carolina
$221K -$70.6K -402 -24%
LSA
1544
Lion Street Advisors
Texas
$220K +$220K +1,277 New
CA
1545
Continuum Advisory
Idaho
$220K +$31.9K +185 +17%
DFA
1546
DHJJ Financial Advisors
Illinois
$218K -$517 -3 -0.2%
KOMWMG
1547
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$217K
KSWWM
1548
Keyes Stange & Wooten Wealth Management
Florida
$217K -$18.1K -105 -8%
AGC
1549
Aspen Grove Capital
Colorado
$216K +$216K +1,252 New
CCAM
1550
Cascades Capital Asset Management
North Carolina
$216K