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
SIP
701
Stoneridge Investment Partners
Pennsylvania
$2.54M
OTL
702
Oak Thistle LLC
New York
$2.53M
OIAM
703
OFI Invest Asset Management
France
$2.53M
GCWM
704
Graham Capital Wealth Management
District of Columbia
$2.5M
FPW
705
Fairvoy Private Wealth
Alabama
$2.49M
TMAM
706
Tokio Marine Asset Management
Japan
$2.49M
PIM
707
Plato Investment Management
Australia
$2.48M
RSWM
708
Robertson Stephens Wealth Management
California
$2.48M
MFG
709
Merit Financial Group
Georgia
$2.47M
CCM
710
Cox Capital Management
Massachusetts
$2.47M
APIM
711
Agate Pass Investment Management
Washington
$2.46M
CNAM
712
Campbell Newman Asset Management
Wisconsin
$2.45M
KA
713
KLCM Advisors
Wisconsin
$2.44M
EH
714
Equitable Holdings
New York
$2.44M
DGM
715
Delta Global Management
New York
$2.44M
HIA
716
Harbor Investment Advisory
Maryland
$2.42M
TFA
717
Trinity Financial Advisors
Ohio
$2.39M
SSA
718
SSA Swiss Advisors
$2.38M
WSFS
719
Wilmington Savings Fund Society
Delaware
$2.37M
AEPWM
720
Atlantic Edge Private Wealth Management
Florida
$2.36M
BFG
721
Berger Financial Group
Minnesota
$2.35M
WANY
722
Wealthspire Advisors (New York)
New York
$2.34M
UBP
723
Union Bancaire Privee
Switzerland
$2.33M
PCM
724
Prelude Capital Management
New York
$2.31M
NP
725
Nilsine Partners
Colorado
$2.31M