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 %
CDWM
1551
Campbell Deegan Wealth Management
Virginia
$215K
CCA
1552
Carrera Capital Advisors
Michigan
$215K -$30.5K -177 -12%
MCM
1553
Monument Capital Management
Virginia
$214K
1WM
1554
1858 Wealth Management
Ohio
$213K -$5.86K -34 -3%
OAM
1555
Oxford Asset Management
United Kingdom
$212K +$212K +1,228 New
NG
1556
Norden Group
Utah
$212K +$1.38K +8 +0.7%
ZBNA
1557
Zions Bancorporation, National Association
Utah
$211K -$291K -1,688 -58%
PCS
1558
Personal CFO Solutions
New Jersey
$210K -$19.3K -112 -8%
SAG
1559
SageView Advisory Group
California
$208K -$15.3K -109 -7%
BWG
1560
Boomfish Wealth Group
Georgia
$207K
FA
1561
FDx Advisors
Illinois
$207K +$7.42K +43 +4%
RPSA
1562
Richard P. Slaughter Associates
Texas
$207K
SNB
1563
Security National Bank
Nebraska
$207K
PWW
1564
Pettyjohn Wood & White
Virginia
$207K
WSCM
1565
Wellington Shields Capital Management
New York
$207K
CSI
1566
Cross Staff Investments
New York
$207K
SCA
1567
Sulzberger Capital Advisors
Florida
$207K
IWM
1568
Integris Wealth Management
California
$207K +$207K +1,200 New
AWM
1569
Aviso Wealth Management
Washington
$206K +$206K +1,196 New
JIP
1570
Jaffetilchin Investment Partners
Florida
$206K -$35.3K -205 -15%
GA
1571
GSG Advisors
New Jersey
$206K -$16.4K -95 -7%
PWA
1572
Physician Wealth Advisors
Utah
$206K +$22.1K +128 +12%
AC
1573
Apella Capital
Connecticut
$204K -$13.5K -78 -6%
HWA
1574
HMV Wealth Advisors
Louisiana
$204K -$525K -3,046 -72%
WC
1575
Waterloo Capital
Texas
$203K -$11.2K -65 -5%