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 %
VCM
1601
Versant Capital Management
Arizona
$123K -$136K -791 -53%
BONH
1602
Bank of New Hampshire
New Hampshire
$122K
FPB
1603
First PREMIER Bank
South Dakota
$121K +$7.91K +46 +7%
TFIPS
1604
Towarzystwo Funduszy Inwestycyjnych PZU SA
$119K
WSC
1605
Wellington Shields & Co
New York
$118K
RP
1606
Rowlandmiller & Partners
Georgia
$113K
OWP
1607
ORG Wealth Partners
Texas
$109K -$29K -168 -21%
BDPWM
1608
Barnes Dennig Private Wealth Management
Ohio
$107K +$107K +622 New
WAM
1609
WFA Asset Management
Wisconsin
$106K
RWM
1610
Rialto Wealth Management
New York
$104K +$172 +1 +0.2%
MCM
1611
MV Capital Management
Maryland
$103K -$5K -29 -5%
FP
1612
Financial Perspectives
Minnesota
$94.8K
AWM
1613
AllSquare Wealth Management
New York
$93.1K +$7.76K +45 +9%
NC
1614
North Capital
Utah
$91.7K -$15.3K -89 -14%
FMP
1615
Financial Management Professionals
Texas
$89.3K -$134K -775 -60%
TSMHT
1616
Thurston Springer Miller Herd & Titak
Indiana
$89.1K -$26.2K -152 -23%
AP
1617
Atwood & Palmer
Missouri
$86.2K
AIM
1618
Arcadia Investment Management
Michigan
$85.5K -$49.1K -285 -36%
TFGT
1619
TS Financial Group (TSFG)
Illinois
$81K
PGAM
1620
Princeton Global Asset Management
New Jersey
$78.4K +$9.48K +55 +14%
EPIM
1621
Evelyn Partners Investment Management
$77.6K -$246K -1,745 -76%
OP
1622
ORG Partners
Indiana
$73.5K +$58.2K +337 +379%
CW
1623
Curio Wealth
Maryland
$71.7K +$71.6K +415 +41,500%
CBT
1624
Crews Bank & Trust
Florida
$70.5K
KB
1625
Kimelman & Baird
New York
$69K