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 %
M
1576
MYeCFO
California
$202K
ETC
1577
Exchange Traded Concepts
Oklahoma
$201K -$1.55M -8,974 -89%
SS
1578
SBI Securities
Japan
$196K +$35.2K +204 +22%
JFA
1579
JNBA Financial Advisors
Minnesota
$196K
KWM
1580
Kiker Wealth Management
Georgia
$191K +$61K +354 +47%
CCA
1581
Catalyst Capital Advisors
New York
$188K -$12.8K -74 -6%
FIA
1582
FNY Investment Advisers
New York
$184K +$184K +1,069 New
OC
1583
Oakworth Capital
Alabama
$176K -$8.1K -47 -4%
IWA
1584
Icon Wealth Advisors
Texas
$164K -$165K -957 -50%
AWM
1585
Atticus Wealth Management
Florida
$159K +$159K +920 New
OA
1586
Operose Advisors
Wisconsin
$158K
WPWM
1587
Western Pacific Wealth Management
Illinois
$151K
TLA
1588
Tanglewood Legacy Advisors
Texas
$150K
HWM
1589
Hemington Wealth Management
Virginia
$148K -$13.3K -77 -8%
GIA
1590
GHP Investment Advisors
Colorado
$147K
EWM
1591
Evermay Wealth Management
Virginia
$146K
CWM
1592
Crowley Wealth Management
Delaware
$144K
Cohen & Steers
1593
Cohen & Steers
New York
$138K +$138K +800 New
HFS
1594
Hopwood Financial Services
Virginia
$138K
PFG
1595
Putney Financial Group
California
$138K
EPW
1596
Evergreen Private Wealth
Colorado
$132K -$32.1K -186 -20%
LI
1597
LRI Investments
Florida
$131K -$2.88K -447 -2%
WTA
1598
Washington Trust Advisors
Massachusetts
$131K -$39.3K -228 -23%
PMFA
1599
Plante Moran Financial Advisors
Michigan
$129K -$37.9K -220 -23%
GBT
1600
Grove Bank & Trust
Florida
$127K +$6.38K +37 +5%