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 %
PWA
1776
Principia Wealth Advisory
Texas
$4.31K +$1.55K +9 +56%
HWA
1777
HHM Wealth Advisors
Tennessee
$3.97K
FWM
1778
FSA Wealth Management
Massachusetts
$3.97K
RI
1779
Ridgewood Investments
New Jersey
$3.88K
FIM
1780
FWL Investment Management
Texas
$3.62K
NMG
1781
New Millennium Group
Utah
$3.62K
BHWM
1782
Beaird Harris Wealth Management
Texas
$3.62K +$3.62K +21 New
WCM
1783
WealthTrak Capital Management
Virginia
$3.45K -$2.59K -15 -43%
GEA
1784
Glen Eagle Advisors
New Jersey
$2.76K
SRCM
1785
Signature Resources Capital Management
California
$2.76K +$2.76K +16 New
SIC
1786
SJS Investment Consulting
Ohio
$2.59K -$4.14K -24 -62%
SC
1787
Stephens Consulting
Michigan
$2.59K +$2.59K +15 New
NL
1788
NVWM LLC
Pennsylvania
$2.41K -$930K -5,393 -100%
WA
1789
WestEnd Advisors
North Carolina
$2.24K -$517 -3 -19%
JFG
1790
JDM Financial Group
Texas
$2.24K
DI
1791
DAGCO Inc
Ohio
$2.07K
PS
1792
PayPay Securities
Japan
$2.07K +$690 +4 +50%
STB
1793
S&T Bank
Pennsylvania
$1.9K +$517 +3 +38%
CSC
1794
Caldwell Sutter Capital
California
$1.72K
PWM
1795
Parkworth Wealth Management
California
$1.55K +$345 +2 +29%
1IA
1796
1620 Investment Advisors
Massachusetts
$1.41K
DWA
1797
Delos Wealth Advisors
Texas
$1.38K +$1.38K +8 New
VWM
1798
Vermillion Wealth Management
Minnesota
$1.38K
HIA
1799
HFM Investment Advisors
New Jersey
$1.38K +$690 +4 +100%
T
1800
Transce3nd
Texas
$1.21K -$172K -1,000 -99%