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 %
ACG
1951
Allen Capital Group
Nebraska
-$239K -1,082 Closed
KCM
1952
Kornitzer Capital Management
Kansas
-$238K -1,079 Closed
FOA
1953
Five Oceans Advisors
California
-$238K -1,076 Closed
FFP
1954
FourThought Financial Partners
Florida
-$237K -1,074 Closed
TL
1955
Tradewinds LLC
North Carolina
-$237K -1,073 Closed
MWA
1956
Muirfield Wealth Advisors
North Carolina
-$237K -1,071 Closed
G
1957
GenTrust
Florida
-$236K -1,067 Closed
WGAM
1958
Wilkinson Global Asset Management
New York
-$235K -1,065 Closed
CPA
1959
Cardiff Park Advisors
California
-$235K -1,064 Closed
CAM
1960
CPA Asset Management
Florida
-$234K -1,058 Closed
IPAM
1961
Investment Partners Asset Management
New Jersey
-$234K -1,058 Closed
CJ
1962
Caitlin John
Michigan
-$233K -1,053 Closed
FFA
1963
Fairfield Financial Advisors
Massachusetts
-$231K -1,048 Closed
FI
1964
Financial Insights
Washington
-$231K -1,045 Closed
MA
1965
MJP Associates
Connecticut
-$231K -1,044 Closed
YIA
1966
YHB Investment Advisors
Connecticut
-$230K -1,043 Closed
OAS
1967
Optivise Advisory Services
Tennessee
-$230K -1,041 Closed
Flossbach Von Storch
1968
Flossbach Von Storch
Germany
-$230K -1,040 Closed
TW
1969
Traveka Wealth
California
-$229K -1,038 Closed
EHC
1970
Everett Harris & Co
California
-$228K -1,032 Closed
SIMG
1971
Sonora Investment Management Group
Arizona
-$227K -1,029 Closed
FFWA
1972
Forthright Family Wealth Advisory
Texas
-$227K -1,028 Closed
LRIA
1973
Leonard Rickey Investment Advisors
Washington
-$218K -1,025 Closed
FFA
1974
First Foundation Advisors
California
-$225K -1,021 Closed
RPGK
1975
Retirement Planning Group (Kansas)
Kansas
-$225K -1,018 Closed