FISV

Fiserv Inc

1,725 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 686 reducing their positions, and 254 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)

34% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 254

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,725
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
MAA
401
Matrix Asset Advisors
New York
$10.1M
CTI
402
Community Trust & Investment
Kentucky
$10.1M
BWP
403
Baldwin Wealth Partners
Massachusetts
$9.87M
Wellington Management Group
404
Wellington Management Group
Massachusetts
$9.84M
BFA
405
Bragg Financial Advisors
North Carolina
$9.82M
Carson Wealth (CWM LLC)
406
Carson Wealth (CWM LLC)
Nebraska
$9.75M
FC
407
FORA Capital
Florida
$9.72M
WC
408
Woodstock Corp
Massachusetts
$9.69M
Cambridge Investment Research Advisors
409
Cambridge Investment Research Advisors
Iowa
$9.63M
PA
410
Perennial Advisors
New York
$9.62M
WIA
411
World Investment Advisors
California
$9.57M
CIA
412
CCM Investment Advisers
South Carolina
$9.56M
CFO
413
Callan Family Office
Pennsylvania
$9.5M
LIM
414
Letson Investment Management
Georgia
$9.43M
RBC
415
Romano Brothers & Co
Illinois
$9.37M
OSAM
416
O'Shaughnessy Asset Management
Connecticut
$9.32M
Wolverine Trading
417
Wolverine Trading
Illinois
$9.25M
ACIM
418
Azimuth Capital Investment Management
Michigan
$9.23M
SWK
419
Stephen W. Kidder
$9.16M
Public Employees Retirement Association of Colorado
420
Public Employees Retirement Association of Colorado
Colorado
$9.13M
GF
421
Gabelli Funds
New York
$9.12M
First Trust Advisors
422
First Trust Advisors
Illinois
$8.93M
NAM
423
Nissay Asset Management
Japan
$8.93M
LPT
424
Legacy Private Trust
Wisconsin
$8.89M
TPCM
425
Two Point Capital Management
New York
$8.79M