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 %
RJA
1751
Ross\Johnson & Associates
Minnesota
$7.24K
SHIM
1752
Stone House Investment Management
Pennsylvania
$6.72K -$172 -1 -3%
DPW
1753
DiNuzzo Private Wealth
Pennsylvania
$6.72K +$172 +1 +3%
KIM
1754
Kestra Investment Management
Texas
$6.63K
BWL
1755
Bogart Wealth LLC
Virginia
$6.55K -$690 -4 -10%
T
1756
Tidemark
California
$6.38K +$1.72K +10 +37%
MAWAG
1757
Mid-American Wealth Advisory Group
Missouri
$6.38K +$6.38K +37 New
W
1758
WealthCollab
Washington
$6.21K +$4.66K +27 +300%
TF
1759
Tompkins Financial
New York
$6.03K
CIAM
1760
Caitong International Asset Management
Hong Kong
$6.03K +$1.21K +7 +25%
VWA
1761
Valued Wealth Advisors
Utah
$5.86K
RWPA
1762
Richard W. Paul & Associates
Michigan
$5.86K +$345 +2 +6%
TIM
1763
Total Investment Management
Arizona
$5.86K +$5.86K +34 New
LFA
1764
LGT Financial Advisors
Texas
$5.69K +$5.69K +33 New
BHWM
1765
Bay Harbor Wealth Management
Maryland
$5.52K +$1.9K +11 +52%
BL
1766
BFSG LLC
California
$5.35K -$763K -4,427 -99%
AWM
1767
Activest Wealth Management
Florida
$5.35K -$17.1K -99 -76%
FW
1768
Fairway Wealth
Ohio
$5.17K
FUBT
1769
First United Bank & Trust
Maryland
$5K
TCA
1770
Trifecta Capital Advisors
Illinois
$4.83K
HFS
1771
Horizon Financial Services
North Carolina
$4.66K
CCMI
1772
Creative Capital Management Investments
California
$4.66K +$4.66K +27 New
TFM
1773
TFC Financial Management
Massachusetts
$4.31K
BIM
1774
Breakwater Investment Management
Washington
$4.31K
HWP
1775
Highline Wealth Partners
California
$4.31K -$5.52K -32 -56%