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
AWM
776
Axxcess Wealth Management
California
$1.82M
JHCP
777
Jackson Hole Capital Partners
Oklahoma
$1.82M
BIG
778
Brooklyn Investment Group
New York
$1.81M
HCM
779
Howland Capital Management
Massachusetts
$1.8M
JCM
780
Jacobi Capital Management
Pennsylvania
$1.79M
CIG
781
Cullen Investment Group
Louisiana
$1.79M
LNWWM
782
Laird Norton Wetherby Wealth Management
California
$1.78M
GI
783
GAMCO Investors
Connecticut
$1.78M
ATPW
784
Ashton Thomas Private Wealth
Arizona
$1.77M
BG
785
BDF Gestion
France
$1.77M
SLI
786
Sumitomo Life Insurance
Japan
$1.76M
MMM
787
Mendel Money Management
Illinois
$1.75M
PEAK6
788
PEAK6
Illinois
$1.75M
EHWM
789
Eads & Heald Wealth Management
Georgia
$1.75M
CHC
790
City Holding Co
West Virginia
$1.74M
JFGIW
791
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.74M
AAM
792
Auxier Asset Management
Oregon
$1.73M
HR
793
Hardy Reed
Mississippi
$1.73M
BFO
794
Boston Family Office
Massachusetts
$1.73M
AIIMS
795
Analyst IMS Investment Management Services
Israel
$1.72M
AAS
796
Annex Advisory Services
Wisconsin
$1.72M
HI
797
Horizon Investments
North Carolina
$1.7M
IBOK
798
Independence Bank of Kentucky
Kentucky
$1.69M
FFA
799
Farther Finance Advisors
California
$1.69M
MIM
800
MTM Investment Management
South Carolina
$1.68M