FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
MWM
876
Mission Wealth Management
California
$1.24M
AA
877
ABC Arbitrage
France
$1.23M
LFM
878
LGT Fund Management
Liechtenstein
$1.23M
BHBT
879
Burke & Herbert Bank & Trust
Virginia
$1.22M
JIC
880
Johnson Investment Counsel
Ohio
$1.22M
SAM
881
Smartleaf Asset Management
Massachusetts
$1.21M
CPCM
882
Cardinal Point Capital Management
Ontario, Canada
$1.21M
AF
883
Aviso Financial
Ontario, Canada
$1.21M
DSC
884
Duncker Streett & Co
Missouri
$1.21M
S
885
SimplyRich
California
$1.21M
ST
886
Smithfield Trust
Pennsylvania
$1.2M
MBT
887
Montecito Bank & Trust
California
$1.19M
SFFS
888
Stonehage Fleming Financial Services
Jersey
$1.18M
DS
889
DRW Securities
Illinois
$1.17M
TE
890
Tema ETFs
New York
$1.16M
FCH
891
Freestone Capital Holdings
Washington
$1.15M
MGIA
892
Moneta Group Investment Advisors
Missouri
$1.15M
BCM
893
Brookstone Capital Management
Illinois
$1.15M
QI
894
Qtron Investments
Massachusetts
$1.14M
PDL
895
Portfolio Design Labs
California
$1.14M
VA
896
VestGen Advisors
Illinois
$1.14M
CA
897
Callahan Advisors
Texas
$1.14M
BBHC
898
Brown Brothers Harriman & Co
New York
$1.13M
BP
899
Ballentine Partners
Massachusetts
$1.13M
CF
900
Convergence Financial
Missouri
$1.12M