FISV

Fiserv Inc

1,714 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
1,714
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
ECM
701
Everence Capital Management
Indiana
$2.55M
SIP
702
Stoneridge Investment Partners
Pennsylvania
$2.54M
OTL
703
Oak Thistle LLC
New York
$2.53M
OIAM
704
OFI Invest Asset Management
France
$2.53M
GCWM
705
Graham Capital Wealth Management
District of Columbia
$2.5M
FPW
706
Fairvoy Private Wealth
Alabama
$2.49M
TMAM
707
Tokio Marine Asset Management
Japan
$2.49M
PIM
708
Plato Investment Management
Australia
$2.48M
RSWM
709
Robertson Stephens Wealth Management
California
$2.48M
MFG
710
Merit Financial Group
Georgia
$2.47M
CCM
711
Cox Capital Management
Massachusetts
$2.47M
APIM
712
Agate Pass Investment Management
Washington
$2.46M
CNAM
713
Campbell Newman Asset Management
Wisconsin
$2.45M
KA
714
KLCM Advisors
Wisconsin
$2.44M
EH
715
Equitable Holdings
New York
$2.44M
DGM
716
Delta Global Management
New York
$2.44M
HIA
717
Harbor Investment Advisory
Maryland
$2.42M
TFA
718
Trinity Financial Advisors
Ohio
$2.39M
SSA
719
SSA Swiss Advisors
$2.38M
WSFS
720
Wilmington Savings Fund Society
Delaware
$2.37M
AEPWM
721
Atlantic Edge Private Wealth Management
Florida
$2.36M
BFG
722
Berger Financial Group
Minnesota
$2.35M
WANY
723
Wealthspire Advisors (New York)
New York
$2.34M
UBP
724
Union Bancaire Privee
Switzerland
$2.33M
PCM
725
Prelude Capital Management
New York
$2.31M