FISV

Fiserv Inc

1,709 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, 678 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
1,709
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
SWP
801
Sagespring Wealth Partners
Tennessee
$1.68M
WG
802
Winton Group
United Kingdom
$1.67M
SPC
803
Spirepoint Private Client
Florida
$1.67M
PIM
804
Penobscot Investment Management
Massachusetts
$1.66M
NS
805
NBC Securities
Alabama
$1.66M
AIC
806
Aurora Investment Counsel
Georgia
$1.65M
TAM
807
Trillium Asset Management
Massachusetts
$1.64M
ES
808
Eagle Strategies
New York
$1.63M
IIA
809
ICW Investment Advisors
Arizona
$1.62M
NDSI
810
Newman Dignan & Sheerar Inc
Rhode Island
$1.61M
TRCT
811
Tower Research Capital (TRC)
New York
$1.61M
PAM
812
Palisade Asset Management
Minnesota
$1.59M
A
813
AlphaQuest
New York
$1.59M
BIM
814
Baldwin Investment Management
Pennsylvania
$1.59M
LGF
815
LGT Group Foundation
Liechtenstein
$1.59M
GRP
816
Global Retirement Partners
California
$1.58M
HI
817
Harbour Investments
Wisconsin
$1.58M
GCM
818
Graham Capital Management
Connecticut
$1.58M
TIAA Trust, National Association
819
TIAA Trust, National Association
North Carolina
$1.58M
VSQM
820
V-Square Quantitative Management
Illinois
$1.57M
LCM
821
Legato Capital Management
California
$1.56M
LSV Asset Management
822
LSV Asset Management
Illinois
$1.55M
BOC
823
Barbara Oil Co
Illinois
$1.55M
IWA
824
Invera Wealth Advisors
Oregon
$1.53M
KA
825
Kovack Advisors
Florida
$1.53M