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
BOC
826
Barbara Oil Co
Illinois
$1.55M
IWA
827
Invera Wealth Advisors
Oregon
$1.53M
KA
828
Kovack Advisors
Florida
$1.53M
S
829
SignatureFD
Georgia
$1.53M
TCM
830
Twin Capital Management
Pennsylvania
$1.52M
CCM
831
Condor Capital Management
New Jersey
$1.51M
AWA
832
Arkadios Wealth Advisors
Georgia
$1.49M
CWG
833
C WorldWide Group
Denmark
$1.48M
DC
834
Davenport & Co
Virginia
$1.48M
QC
835
Quantessence Capital
New York
$1.47M
A
836
AustralianSuper
Australia
$1.47M
AWC
837
Abundance Wealth Counselors
Pennsylvania
$1.46M
FAM
838
Fairtree Asset Management
South Africa
$1.46M
OC
839
Oppenheimer & Co
New York
$1.45M
SWMG
840
Signature Wealth Management Group
Georgia
$1.45M
CPBTD
841
Central Pacific Bank - Trust Division
Hawaii
$1.45M
GT
842
Greenleaf Trust
Michigan
$1.44M
PPWP
843
Premier Path Wealth Partners
New Jersey
$1.44M
AI
844
Arvest Investments
Arkansas
$1.44M
CBA
845
Coastal Bridge Advisors
Connecticut
$1.44M
KIA
846
Knollwood Investment Advisory
Maryland
$1.43M
CWMK
847
Caliber Wealth Management (Kansas)
Kansas
$1.42M
LFAS
848
Level Four Advisory Services
Texas
$1.41M
BF
849
BOK Financial
Oklahoma
$1.41M
BCV
850
Banque Cantonale Vaudoise
Switzerland
$1.41M