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 %
BCM
1851
Bayesian Capital Management
New York
-$1.87M -8,479 Closed
TNA
1852
True North Advisors
Texas
-$1.69M -7,633 Closed
A
1853
Allianz
Germany
-$1.63M -7,383 Closed
HCMT
1854
Highland Capital Management (Tennessee)
Tennessee
-$1.54M -6,983 Closed
HVCM
1855
Hel Ved Capital Management
Hong Kong
-$1.53M -6,950 Closed
LWM
1856
Lionsbridge Wealth Management
Florida
-$1.47M -6,673 Closed
IIA
1857
IPG Investment Advisors
California
-$1.42M -6,451 Closed
SW
1858
SlateStone Wealth
Florida
-$1.39M -6,308 Closed
WLG
1859
Williamson Legacy Group
Indiana
-$1.37M -6,208 Closed
FCBT
1860
First Citizens Bank & Trust
North Carolina
-$1.17M -5,292 Closed
HFM
1861
Harvest Fund Management
China
-$1.12M -5,062 Closed
ACA
1862
Atlas Capital Advisors
Wyoming
-$1.1M -5,001 Closed
UFF
1863
USA Financial Formulas
Michigan
-$1.07M -4,836 Closed
FF
1864
Friedenthal Financial
New Jersey
-$969K -4,386 Closed
JF
1865
JSF Financial
California
-$967K -4,378 Closed
FCM
1866
Fieldview Capital Management
Michigan
-$937K -4,243 Closed
CPC
1867
Cookson Peirce & Co
Pennsylvania
-$907K -4,109 Closed
SCI
1868
Stableford Capital II
Arizona
-$842K -4,037 Closed
EFL
1869
ERn Financial LLC
Wisconsin
-$887K -4,015 Closed
CG
1870
CFO4Life Group
Texas
-$874K -3,960 Closed
DL
1871
DOHJ LLC
Washington
-$868K -3,929 Closed
PL
1872
Perpetual Ltd
Australia
-$791K -3,583 Closed
VCM
1873
Virtue Capital Management
Tennessee
-$703K -3,187 Closed
GS
1874
GWN Securities
Florida
-$687K -3,113 Closed
WIS
1875
Wright Investors Service
Connecticut
-$678K -3,068 Closed