FISV

Fiserv Inc

1,723 hedge funds and large institutions have $61.9B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 685 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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: $

27% less capital invested

Capital invested by funds: $84.3B → $61.9B (-$22.4B)

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
1,723
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
IAA
701
Independent Advisor Alliance
North Carolina
$2.55M
ECM
702
Everence Capital Management
Indiana
$2.55M
SIP
703
Stoneridge Investment Partners
Pennsylvania
$2.54M
OTL
704
Oak Thistle LLC
New York
$2.53M
OIAM
705
OFI Invest Asset Management
France
$2.53M
GCWM
706
Graham Capital Wealth Management
District of Columbia
$2.5M
FPW
707
Fairvoy Private Wealth
Alabama
$2.49M
TMAM
708
Tokio Marine Asset Management
Japan
$2.49M
PIM
709
Plato Investment Management
Australia
$2.48M
RSWM
710
Robertson Stephens Wealth Management
California
$2.48M
MFG
711
Merit Financial Group
Georgia
$2.47M
CCM
712
Cox Capital Management
Massachusetts
$2.47M
APIM
713
Agate Pass Investment Management
Washington
$2.46M
CNAM
714
Campbell Newman Asset Management
Wisconsin
$2.45M
KA
715
KLCM Advisors
Wisconsin
$2.44M
EH
716
Equitable Holdings
New York
$2.44M
DGM
717
Delta Global Management
New York
$2.44M
HIA
718
Harbor Investment Advisory
Maryland
$2.42M
TFA
719
Trinity Financial Advisors
Ohio
$2.39M
SSA
720
SSA Swiss Advisors
$2.38M
WSFS
721
Wilmington Savings Fund Society
Delaware
$2.37M
AEPWM
722
Atlantic Edge Private Wealth Management
Florida
$2.36M
BFG
723
Berger Financial Group
Minnesota
$2.35M
WANY
724
Wealthspire Advisors (New York)
New York
$2.34M
UBP
725
Union Bancaire Privee
Switzerland
$2.33M