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
Janney Montgomery Scott
476
Janney Montgomery Scott
Pennsylvania
$6.44M
SAM
477
Smithbridge Asset Management
Pennsylvania
$6.42M
OAM
478
Oppenheimer Asset Management
New York
$6.41M
RBI
479
Raiffeisen Bank International
Austria
$6.39M
CVM
480
Cheviot Value Management
California
$6.39M
CTA
481
Chesley Taft & Associates
Illinois
$6.38M
MG
482
Marex Group
$6.36M
OC
483
Oarsman Capital
Wisconsin
$6.33M
MGWM
484
Marks Group Wealth Management
Minnesota
$6.33M
Vontobel Holding
485
Vontobel Holding
Switzerland
$6.29M
SC
486
Savant Capital
Illinois
$6.24M
TIM
487
Thompson Investment Management
Wisconsin
$6.22M
FNT
488
First National Trust
Pennsylvania
$6.22M
GHAM
489
Gilman Hill Asset Management
Connecticut
$6.16M
SP
490
Saranac Partners
$6.16M
SI
491
Sora Investors
Pennsylvania
$6.13M
UM
492
UniSuper Management
Australia
$6.12M
CGH
493
Crossmark Global Holdings
Texas
$6.11M
CAPTRUST Financial Advisors
494
CAPTRUST Financial Advisors
North Carolina
$6.1M
MC
495
Machina Capital
France
$6.08M
MIM
496
Morningstar Investment Management
Illinois
$6.08M
MCWS
497
McKinley Carter Wealth Services
West Virginia
$6.07M
CCM
498
Carmel Capital Management
California
$5.98M
MKC
499
M. Kraus & Co
Vermont
$5.95M
VHMC
500
Value Holdings Management Company
New York
$5.93M