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 %
FFA
1976
Fi3 Financial Advisors
Indiana
-$224K -1,015 Closed
HAS
1977
Holland Advisory Services
Florida
-$224K -1,014 Closed
FG
1978
Foster Group
Iowa
-$222K -1,004 Closed
PWS
1979
Proactive Wealth Strategies
Georgia
-$221K -1,000 Closed
1CM
1980
1492 Capital Management
Wisconsin
-$221K -1,000 Closed
CM
1981
Cercano Management
Washington
-$221K -1,000 Closed
BDA
1982
Borer Denton & Associates
Pennsylvania
-$221K -1,000 Closed
E3F
1983
Eight 31 Financial
Texas
-$221K -1,000 Closed
CWM
1984
Challenger Wealth Management
California
-$221K -1,000 Closed
HWM
1985
Hohimer Wealth Management
Washington
-$220K -998 Closed
AFP
1986
Ausdal Financial Partners
Iowa
-$220K -997 Closed
HWA
1987
HCR Wealth Advisors
California
-$219K -992 Closed
CCP
1988
Clarity Capital Partners
California
-$218K -987 Closed
JSL
1989
JT Stratford LLC
Georgia
-$216K -980 Closed
FBFS
1990
First Business Financial Services
Wisconsin
-$216K -979 Closed
FSA
1991
Fort Sheridan Advisors
Illinois
-$215K -975 Closed
FC
1992
Financial Council
Maryland
-$215K -975 Closed
CCG
1993
Coastwise Capital Group
California
-$214K -971 Closed
OAM
1994
Occidental Asset Management
California
-$213K -965 Closed
SYBT
1995
Stock Yards Bank & Trust
Kentucky
-$213K -964 Closed
MAM
1996
Milestone Asset Management
Pennsylvania
-$210K -952 Closed
HWA
1997
Heartwood Wealth Advisors
Virginia
-$210K -950 Closed
MBI
1998
May Barnhard Investments
Maryland
-$208K -944 Closed
LIM
1999
Lathrop Investment Management
Arkansas
-$207K -939 Closed
AWAP
2000
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
-$205K -930 Closed