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
CCM
526
Carderock Capital Management
Maryland
$5.33M
BFA
527
Buttonwood Financial Advisors
Maryland
$5.3M
ACM
528
Aryeh Capital Management
Ontario, Canada
$5.29M
FT
529
Fiduciary Trust
Massachusetts
$5.15M
SSCM
530
Sovereign's Capital Management
Georgia
$5.09M
VCA
531
Verdence Capital Advisors
Maryland
$5.06M
EWM
532
Evergreen Wealth Management
Michigan
$5.06M
QCM
533
Qsemble Capital Management
New York
$5.02M
EWM
534
Empirical Wealth Management
Washington
$5.02M
CG
535
Caprock Group
Idaho
$5M
Wealthfront Advisers
536
Wealthfront Advisers
California
$4.99M
OIA
537
OneDigital Investment Advisors
Kansas
$4.96M
HW
538
HORAN Wealth
Ohio
$4.92M
PAMG
539
Patton Albertson Miller Group
Tennessee
$4.91M
JGUA
540
John G. Ullman & Associates
New York
$4.9M
CIC
541
Carnegie Investment Counsel
Ohio
$4.85M
MS
542
Marshall & Sullivan
Washington
$4.83M
MCM
543
Monarch Capital Management
Indiana
$4.81M
SCM
544
Soros Capital Management
New York
$4.79M
PCM
545
Punch Card Management
Florida
$4.77M
NA
546
Nordwand Advisors
Pennsylvania
$4.7M
GWM
547
Graybill Wealth Management
Illinois
$4.69M
NME
548
Notis-McConarty Edward
$4.62M
EFM
549
Eley Financial Management
Vermont
$4.61M
IMRF
550
Illinois Municipal Retirement Fund
Illinois
$4.6M