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
BWP
401
Baldwin Wealth Partners
Massachusetts
$9.87M
Wellington Management Group
402
Wellington Management Group
Massachusetts
$9.84M
BFA
403
Bragg Financial Advisors
North Carolina
$9.82M
Carson Wealth (CWM LLC)
404
Carson Wealth (CWM LLC)
Nebraska
$9.75M
FC
405
FORA Capital
Florida
$9.72M
WC
406
Woodstock Corp
Massachusetts
$9.69M
Cambridge Investment Research Advisors
407
Cambridge Investment Research Advisors
Iowa
$9.63M
PA
408
Perennial Advisors
New York
$9.62M
WIA
409
World Investment Advisors
California
$9.57M
CIA
410
CCM Investment Advisers
South Carolina
$9.56M
CFO
411
Callan Family Office
Pennsylvania
$9.5M
LIM
412
Letson Investment Management
Georgia
$9.43M
RBC
413
Romano Brothers & Co
Illinois
$9.37M
OSAM
414
O'Shaughnessy Asset Management
Connecticut
$9.32M
Wolverine Trading
415
Wolverine Trading
Illinois
$9.25M
ACIM
416
Azimuth Capital Investment Management
Michigan
$9.23M
SWK
417
Stephen W. Kidder
$9.16M
Public Employees Retirement Association of Colorado
418
Public Employees Retirement Association of Colorado
Colorado
$9.13M
GF
419
Gabelli Funds
New York
$9.12M
First Trust Advisors
420
First Trust Advisors
Illinois
$8.93M
NAM
421
Nissay Asset Management
Japan
$8.93M
LPT
422
Legacy Private Trust
Wisconsin
$8.89M
TPCM
423
Two Point Capital Management
New York
$8.79M
Pathstone Holdings
424
Pathstone Holdings
New Jersey
$8.77M
MJP
425
Michael J. Puzo
$8.66M