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 %
CWM
1901
Chemistry Wealth Management
New York
-$363K -1,644 Closed
CWA
1902
Cura Wealth Advisors
Illinois
-$359K -1,627 Closed
HC
1903
Hourglass Capital
Texas
-$357K -1,618 Closed
FA
1904
Fermata Advisors
California
-$357K -1,617 Closed
GJWM
1905
Gilliland Jeter Wealth Management
Arkansas
-$353K -1,598 Closed
OCBCO
1906
Oversea-Chinese Banking Corp (OCBC)
Singapore
-$347K -1,571 Closed
CIAS
1907
Capital Investment Advisory Services
North Carolina
-$346K -1,569 Closed
MPM
1908
MBB Public Markets
Illinois
-$317K -1,434 Closed
FA
1909
Fedenia Advisers
Wisconsin
-$314K -1,420 Closed
SWA
1910
SFMG Wealth Advisors
Texas
-$301K -1,365 Closed
WIA
1911
Wetzel Investment Advisors
Indiana
-$299K -1,356 Closed
LAM
1912
Longboard Asset Management
Arizona
-$295K -1,334 Closed
JSAM
1913
J. Safra Asset Management
New York
-$293K -1,326 Closed
NI
1914
Natural Investments
California
-$288K -1,308 Closed
LWM
1915
Laidlaw Wealth Management
New York
-$286K -1,297 Closed
AHL
1916
Abel Hall LLC
Louisiana
-$286K -1,293 Closed
LSIA
1917
LaSalle St. Investment Advisors
Illinois
-$281K -1,273 Closed
PFW
1918
Petros Family Wealth
Minnesota
-$281K -1,271 Closed
FW
1919
FullCircle Wealth
Texas
-$223K -1,251 Closed
RFP
1920
Root Financial Partners
California
-$276K -1,250 Closed
AIA
1921
Affinity Investment Advisors
California
-$275K -1,247 Closed
AO
1922
Advisor OS
Illinois
-$272K -1,233 Closed
WMWM
1923
Whitaker-Myers Wealth Managers
Ohio
-$269K -1,220 Closed
BCM
1924
Birmingham Capital Management
Alabama
-$268K -1,212 Closed
SIM
1925
Stratos Investment Management
Ohio
-$262K -1,187 Closed