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 %
SN
1651
Sittner & Nelson
Oregon
$50.3K +$17.2K +100 +52%
1M
1652
1248 Management
Missouri
$49K
RFG
1653
REAP Financial Group
Texas
$48.9K +$33.4K +194 +216%
BIA
1654
Bell Investment Advisors
California
$48.8K -$517 -3 -1%
EB
1655
Eastern Bank
Massachusetts
$47.8K -$8.62K -50 -15%
SVWA
1656
Sarver Vrooman Wealth Advisors
Missouri
$47.4K -$17.1K -99 -26%
ME
1657
McIlrath & Eck
Washington
$46.9K -$222K -1,290 -83%
CWP
1658
Concord Wealth Partners
Virginia
$46.9K -$6.72K -39 -13%
MAS
1659
MPWM Advisory Solutions
Georgia
$44.8K -$690 -4 -2%
NFSG
1660
Newbridge Financial Services Group
Florida
$44.8K
FFO
1661
Fortitude Family Office
Arizona
$43.8K -$15K -87 -26%
MMG
1662
Monetary Management Group
Missouri
$43.1K
SC
1663
Solstein Capital
California
$42.8K +$42.8K +248 New
CPG
1664
Cornerstone Planning Group
New Jersey
$42.2K +$806 +6 +2%
GSWM
1665
Golden State Wealth Management
California
$42.1K +$38.1K +221 +961%
MCA
1666
Midwest Capital Advisors
Michigan
$42.1K
PWMG
1667
Private Wealth Management Group
New Jersey
$41.4K +$3.1K +18 +8%
QL
1668
Quarry LP
New York
$41.2K +$41.2K +239 New
CGA
1669
Compound Global Advisors
Washington
$40.9K -$166K -963 -80%
TPWA
1670
Twin Peaks Wealth Advisors
California
$39.4K +$39.4K +297 New
RF
1671
Roxbury Financial
New Jersey
$39.3K
VNA
1672
Valley National Advisers
Pennsylvania
$38K -$33.6K -199 -47%
NC
1673
NewSquare Capital
Pennsylvania
$37.9K -$5.81M -33,690 -99%
HNW
1674
High Note Wealth
Minnesota
$37.9K -$17.9K -104 -32%
KSB
1675
Kennebec Savings Bank
Maine
$37.9K