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 %
PP
1726
PFS Partners
New Jersey
$15.5K
DAM
1727
Delta Asset Management
Tennessee
$15.5K
BC
1728
Barrett & Company
Rhode Island
$15.5K
CIAS
1729
CBIZ Investment Advisory Services
Ohio
$14.7K +$9.66K +56 +193%
PW
1730
Pandora Wealth
Illinois
$14K +$6.38K +37 +84%
NWM
1731
Nova Wealth Management
Florida
$13.1K +$5.01K +29 +62%
BSB
1732
Bangor Savings Bank
Maine
$13.1K +$13.1K +76 New
BCMLT
1733
Beacon Capital Management LLC (Tennessee)
Tennessee
$13K
RAM
1734
Riggs Asset Management
Pennsylvania
$12.8K +$8.79K +51 +222%
AT
1735
Arlington Trust
Alabama
$12.6K
AW
1736
Avion Wealth
Texas
$12K +$779 +5 +7%
RTL
1737
Red Tortoise LLC
Georgia
$11.6K
YP
1738
YANKCOM Partnership
South Dakota
$10.7K
SAS
1739
Spurstone Advisory Services
Connecticut
$10.3K +$10.3K +60 New
IWM
1740
IMG Wealth Management
Florida
$9.66K +$9.66K +56 New
BFS
1741
Bare Financial Services
Pennsylvania
$9.14K +$7.24K +42 +382%
LFASL
1742
Lugano Financial Advisors SA (LFA)
Switzerland
$9.14K +$9.14K +53 New
MPW
1743
MASECO Private Wealth
$9.14K +$9.14K +53 New
HI
1744
Hoey Investments
Pennsylvania
$8.97K
CWM
1745
Consultiva Wealth Management
Puerto Rico
$8.79K
YAL
1746
Your Advocates Ltd
Texas
$8.62K
SL
1747
Salomon & Ludwin
Virginia
$8.45K
GC
1748
GFG Capital
Florida
$8.1K +$8.1K +47 New
TH
1749
TCTC Holdings
Texas
$7.59K
IMC
1750
Investment Management Corporation
Virginia
$7.41K -$485K -2,814 -98%