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
SAM
876
Smartleaf Asset Management
Massachusetts
$1.21M
CPCM
877
Cardinal Point Capital Management
Ontario, Canada
$1.21M
AF
878
Aviso Financial
Ontario, Canada
$1.21M
DSC
879
Duncker Streett & Co
Missouri
$1.21M
S
880
SimplyRich
California
$1.21M
ST
881
Smithfield Trust
Pennsylvania
$1.2M
MBT
882
Montecito Bank & Trust
California
$1.19M
SFFS
883
Stonehage Fleming Financial Services
Jersey
$1.18M
DS
884
DRW Securities
Illinois
$1.17M
TE
885
Tema ETFs
New York
$1.16M
FCH
886
Freestone Capital Holdings
Washington
$1.15M
MGIA
887
Moneta Group Investment Advisors
Missouri
$1.15M
BCM
888
Brookstone Capital Management
Illinois
$1.15M
QI
889
Qtron Investments
Massachusetts
$1.14M
PDL
890
Portfolio Design Labs
California
$1.14M
VA
891
VestGen Advisors
Illinois
$1.14M
CA
892
Callahan Advisors
Texas
$1.14M
BBHC
893
Brown Brothers Harriman & Co
New York
$1.13M
BP
894
Ballentine Partners
Massachusetts
$1.13M
CF
895
Convergence Financial
Missouri
$1.12M
KFI
896
Key Financial Inc
Pennsylvania
$1.11M
WF
897
Wayfinding Financial
Washington
$1.1M
DIA
898
Dean Investment Associates
Ohio
$1.1M
Federated Hermes
899
Federated Hermes
Pennsylvania
$1.1M
IIA
900
Integral Investment Advisors
California
$1.1M