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
KA
826
Kovack Advisors
Florida
$1.53M
S
827
SignatureFD
Georgia
$1.53M
TCM
828
Twin Capital Management
Pennsylvania
$1.52M
CCM
829
Condor Capital Management
New Jersey
$1.51M
AWA
830
Arkadios Wealth Advisors
Georgia
$1.49M
CWG
831
C WorldWide Group
Denmark
$1.48M
DC
832
Davenport & Co
Virginia
$1.48M
QC
833
Quantessence Capital
New York
$1.47M
A
834
AustralianSuper
Australia
$1.47M
AWC
835
Abundance Wealth Counselors
Pennsylvania
$1.46M
FAM
836
Fairtree Asset Management
South Africa
$1.46M
OC
837
Oppenheimer & Co
New York
$1.45M
SWMG
838
Signature Wealth Management Group
Georgia
$1.45M
CPBTD
839
Central Pacific Bank - Trust Division
Hawaii
$1.45M
GT
840
Greenleaf Trust
Michigan
$1.44M
PPWP
841
Premier Path Wealth Partners
New Jersey
$1.44M
AI
842
Arvest Investments
Arkansas
$1.44M
CBA
843
Coastal Bridge Advisors
Connecticut
$1.44M
KIA
844
Knollwood Investment Advisory
Maryland
$1.43M
CWMK
845
Caliber Wealth Management (Kansas)
Kansas
$1.42M
LFAS
846
Level Four Advisory Services
Texas
$1.41M
BF
847
BOK Financial
Oklahoma
$1.41M
BCV
848
Banque Cantonale Vaudoise
Switzerland
$1.41M
BC
849
Bridgefront Capital
Texas
$1.4M
LAIC
850
Lederer & Associates Investment Counsel
California
$1.4M