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 %
AWM
2001
Avaii Wealth Management
Wisconsin
-$205K -929 Closed
CRI
2002
Colonial River Investments
Virginia
-$205K -928 Closed
C
2003
Certuity
Florida
-$205K -928 Closed
AC
2004
ASB Consultores
Florida
-$204K -924 Closed
VPF
2005
Vantage Point Financial
Illinois
-$203K -919 Closed
CIP
2006
Convergence Investment Partners
Florida
-$202K -913 Closed
FAT
2007
First American Trust
California
-$202K -913 Closed
VFG
2008
Victory Financial Group
Texas
-$202K -913 Closed
HWM
2009
Hobbs Wealth Management
Indiana
-$201K -912 Closed
BOTPPF
2010
Board of the Pension Protection Fund
United Kingdom
-$199K -900 Closed
ACM
2011
Accent Capital Management
Ohio
-$196K -889 Closed
RTC
2012
Riverview Trust Company
Washington
-$194K -877 Closed
TCM
2013
TruNorth Capital Management
Michigan
-$178K -806 Closed
HCP
2014
Hexagon Capital Partners
Arkansas
-$131K -595 Closed
CM
2015
Capula Management
Cayman Islands
-$120K -543 Closed
BC
2016
Bayforest Capital
United Kingdom
-$96.5K -437 Closed
HIIFS
2017
Harel Insurance Investments & Financial Services
Israel
-$79K -357 Closed
WPA
2018
West Paces Advisors
Georgia
-$73.8K -334 Closed
AF
2019
Atala Financial
California
-$66.2K -300 Closed
XC
2020
XY Capital
Hong Kong
-$56.3K -255 Closed
CWC
2021
Carolinas Wealth Consulting
North Carolina
-$51.5K -233 Closed
Loomis, Sayles & Company
2022
Loomis, Sayles & Company
Massachusetts
-$46K -209 Closed
WAG
2023
Wiser Advisor Group
Arizona
-$42K -190 Closed
CCM
2024
Campbell Capital Management
Florida
-$39.7K -180 Closed
AF
2025
Abound Financial
California
-$38K -172 Closed