FISV

Fiserv Inc

1,708 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 644 increasing their positions, 677 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

more ownership

Funds ownership:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

less call options, than puts

Call options by funds: $ | Put options by funds: $

26% less capital invested

Capital invested by funds: $84.3B → $62B (-$22.3B)

35% less first-time investments, than exits

New positions opened: 166 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,708
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
36
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$525M
Puts
$592M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
WDA
326
Wendell David Associates
New Hampshire
$14.6M
AssetMark Inc
327
AssetMark Inc
California
$14.6M
CIBC Asset Management
328
CIBC Asset Management
Ontario, Canada
$14.4M
KFS
329
Kurt F. Somerville
$14.3M
Skandinaviska Enskilda Banken (SEB)
330
Skandinaviska Enskilda Banken (SEB)
Sweden
$14.3M
ABTD
331
Arvest Bank Trust Division
Oklahoma
$14.3M
CA
332
Clearstead Advisors
Ohio
$14.2M
AUB
333
Atlantic Union Bankshares
Virginia
$14.2M
AB
334
Amalgamated Bank
New York
$14.2M
NEI
335
Northwest & Ethical Investments
Ontario, Canada
$14.1M
II
336
IFM Investors
Australia
$14.1M
AMBIA
337
Allen Mooney & Barnes Investment Advisors
Georgia
$14.1M
IC
338
IEQ Capital
California
$14.1M
LIA
339
LS Investment Advisors
Michigan
$14M
MML Investors Services
340
MML Investors Services
Massachusetts
$14M
ROC
341
Running Oak Capital
Minnesota
$13.9M
Daiwa Securities Group
342
Daiwa Securities Group
Japan
$13.7M
Mercer Global Advisors
343
Mercer Global Advisors
Colorado
$13.6M
BST
344
Bath Savings Trust
Maine
$13.6M
Fifth Third Bancorp
345
Fifth Third Bancorp
Ohio
$13.1M
Thrivent Financial for Lutherans
346
Thrivent Financial for Lutherans
Minnesota
$12.8M
DCM
347
Discovery Capital Management
Connecticut
$12.8M
FAF
348
Fjarde Ap-fonden
Sweden
$12.8M
Rockefeller Capital Management
349
Rockefeller Capital Management
New York
$12.7M
SFA
350
Sequoia Financial Advisors
Ohio
$12.5M