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 %
KC
1676
Knuff & Co
California
$37.9K
CYG
1677
Clean Yield Group
Vermont
$36.9K
AAG
1678
Armstrong Advisory Group
Massachusetts
$36.6K +$23.4K +136 +179%
CJH
1679
Christopher J. Hasenberg
Wisconsin
$35.7K +$24.5K +142 +218%
MSWA
1680
Marshall & Sterling Wealth Advisors
New York
$35.3K +$30.2K +175 +583%
FDCP
1681
Foster Dykema Cabot & Partners
Massachusetts
$34.5K
CS
1682
Clear Street
New York
$34.5K +$34.5K +200 New
MSWM
1683
Mowery & Schoenfeld Wealth Management
Illinois
$34.1K
HIMS
1684
Hager Investment Management Services
New Hampshire
$33.6K +$33.6K +195 New
PWMG
1685
Prestige Wealth Management Group
New Jersey
$31.4K
MSG
1686
Main Street Group
Virginia
$31.2K
PPA
1687
Painted Porch Advisors
California
$30.5K
WWM
1688
Wolff Wiese Magana
California
$30.2K -$13.1K -76 -30%
GCM
1689
Gables Capital Management
Florida
$29.5K
PB
1690
Pinnacle Bancorp
Nebraska
$27.9K +$3.97K +23 +17%
BDL
1691
Banque de Luxembourg
Luxembourg
$27.6K
AF
1692
Alerus Financial
North Dakota
$27.6K +$27.6K +160 New
ADL
1693
Asset Dedication LLC
California
$27.1K +$11.6K +67 +74%
DF
1694
Dunhill Financial
United Kingdom
$26.8K -$173 -1 -0.6%
RFS
1695
Richardson Financial Services
Massachusetts
$26.4K -$4.49K -26 -15%
CMA
1696
Cedar Mountain Advisors
Oregon
$26K
BGAI
1697
Bruce G. Allen Investments
Colorado
$25.9K -$26.2K -152 -50%
CFS
1698
Compass Financial Services
Iowa
$25.9K
BWAM
1699
Boyd Watterson Asset Management
Ohio
$25.7K
RA
1700
Rational Advisors
New York
$24.8K +$24.8K +144 New