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, 730 increasing their positions, 661 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
730
Reduced
661
Closed
228
Calls
$764M
Puts
$435M
Net Calls
+$328M
Net Calls Change
+$142M
Name Holding Trade Value Shares
Change
Shares
Change %
SMA
1926
Seven Mile Advisory
New Jersey
-$260K -1,176 Closed
CAS
1927
Coppell Advisory Solutions
Texas
-$218K -1,175 Closed
FFA
1928
Founders Financial Alliance
North Carolina
-$258K -1,170 Closed
WB
1929
West Bancorporation
Iowa
-$258K -1,170 Closed
EI
1930
eCIO Inc
Wisconsin
-$258K -1,167 Closed
VWM
1931
Vigilare Wealth Management
Arizona
-$256K -1,160 Closed
AIP
1932
Arrowpoint Investment Partners
Singapore
-$256K -1,160 Closed
KWMG
1933
King Wealth Management Group
Florida
-$255K -1,154 Closed
TNB
1934
Thomasville National Bank
Georgia
-$254K -1,149 Closed
QPWM
1935
Quadrant Private Wealth Management
Pennsylvania
-$253K -1,146 Closed
AA
1936
Auxano Advisors
Washington
-$253K -1,144 Closed
SIG
1937
Stonegate Investment Group
Alabama
-$252K -1,140 Closed
RIG
1938
RiverFront Investment Group
Virginia
-$251K -1,136 Closed
WHCI
1939
W.H. Cornerstone Investments
Massachusetts
-$248K -1,123 Closed
KV
1940
Kickstand Ventures
New York
-$248K -1,121 Closed
BSHC
1941
Breed's Hill Capital
Massachusetts
-$248K -1,121 Closed
GIA
1942
Gateway Investment Advisers
Ohio
-$246K -1,114 Closed
WCM
1943
Wedge Capital Management
North Carolina
-$244K -1,106 Closed
NRC
1944
New Republic Capital
North Carolina
-$244K -1,104 Closed
CC
1945
Courier Capital
New York
-$241K -1,093 Closed
AAMC
1946
Asset Allocation & Management Company
Illinois
-$241K -1,091 Closed
MWM
1947
Modern Wealth Management
Kansas
-$240K -1,089 Closed
IAN
1948
Integrated Advisors Network
Texas
-$240K -1,088 Closed
BW
1949
BIP Wealth
Georgia
-$240K -1,086 Closed
BCM
1950
BluePath Capital Management
Georgia
-$239K -1,083 Closed