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 %
TFA
1701
Transamerica Financial Advisors
Florida
$24.6K
ECM
1702
Eisler Capital Management
United Kingdom
$24.2K -$170K -987 -88%
HDIM
1703
Hanson & Doremus Investment Management
Vermont
$24K
VIS
1704
Vega Investment Solutions
France
$22.6K -$18.1K -105 -44%
CB
1705
CNB Bank
Pennsylvania
$22.4K
GWS
1706
Greykasell Wealth Strategies
California
$22.4K +$22.4K +130 New
LAM
1707
Lummis Asset Management
Texas
$22.1K
AWM
1708
Abound Wealth Management
Tennessee
$21.3K +$5.02K +29 +31%
KG
1709
Kilter Group
New York
$21K +$21K +122 New
HHMI
1710
Howard Hughes Medical Institute
Maryland
$21K +$21K +122 New
MA
1711
MCF Advisors
Kentucky
$19.8K
MFT
1712
Moisand Fitzgerald Tamayo
Florida
$19K
TCM
1713
TD Capital Management
Tennessee
$18.8K +$12.4K +72 +195%
TIM
1714
Tortoise Investment Management
New York
$17.4K +$3.97K +23 +29%
GGI
1715
Godsey & Gibb Inc
Virginia
$17.2K
1NWS
1716
1 North Wealth Services
Maryland
$17.2K
MHR
1717
Matthew Hamilton Rosenberg
$17.2K +$12.8K +74 +285%
HC
1718
Hurley Capital
New York
$17.2K +$17.2K +100 New
AP
1719
Aspect Partners
Virginia
$17.1K -$1.9K -11 -10%
S
1720
Sachetta
Massachusetts
$17.1K -$517 -3 -3%
PA
1721
Pineridge Advisors
Missouri
$17.1K +$1.38K +8 +9%
OAJ
1722
Ogorek Anthony Joseph
New York
$17K -$10.5K -62 -38%
PSFG
1723
Park Square Financial Group
Georgia
$16.7K -$2.24K -13 -12%
CFD
1724
Creative Financial Designs
Indiana
$16.6K -$345 -2 -2%
WA
1725
Whipplewood Advisors
Colorado
$16.6K +$2.07K +12 +14%