FISV

Fiserv Inc

1,713 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, 645 increasing their positions, 679 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: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,713
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
SA
402
Sanctuary Advisors
Indiana
$9.85M
Wellington Management Group
403
Wellington Management Group
Massachusetts
$9.84M
BFA
404
Bragg Financial Advisors
North Carolina
$9.82M
Carson Wealth (CWM LLC)
405
Carson Wealth (CWM LLC)
Nebraska
$9.75M
FC
406
FORA Capital
Florida
$9.72M
WC
407
Woodstock Corp
Massachusetts
$9.69M
Cambridge Investment Research Advisors
408
Cambridge Investment Research Advisors
Iowa
$9.63M
PA
409
Perennial Advisors
New York
$9.62M
WIA
410
World Investment Advisors
California
$9.57M
CIA
411
CCM Investment Advisers
South Carolina
$9.56M
CFO
412
Callan Family Office
Pennsylvania
$9.5M
LIM
413
Letson Investment Management
Georgia
$9.43M
RBC
414
Romano Brothers & Co
Illinois
$9.37M
OSAM
415
O'Shaughnessy Asset Management
Connecticut
$9.32M
Wolverine Trading
416
Wolverine Trading
Illinois
$9.25M
ACIM
417
Azimuth Capital Investment Management
Michigan
$9.23M
SWK
418
Stephen W. Kidder
$9.16M
Public Employees Retirement Association of Colorado
419
Public Employees Retirement Association of Colorado
Colorado
$9.13M
GF
420
Gabelli Funds
New York
$9.12M
First Trust Advisors
421
First Trust Advisors
Illinois
$8.93M
NAM
422
Nissay Asset Management
Japan
$8.93M
LPT
423
Legacy Private Trust
Wisconsin
$8.89M
TPCM
424
Two Point Capital Management
New York
$8.79M
Pathstone Holdings
425
Pathstone Holdings
New Jersey
$8.77M