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
AA
876
ABC Arbitrage
France
$1.23M
LFM
877
LGT Fund Management
Liechtenstein
$1.23M
BHBT
878
Burke & Herbert Bank & Trust
Virginia
$1.22M
JIC
879
Johnson Investment Counsel
Ohio
$1.22M
SAM
880
Smartleaf Asset Management
Massachusetts
$1.21M
CPCM
881
Cardinal Point Capital Management
Ontario, Canada
$1.21M
AF
882
Aviso Financial
Ontario, Canada
$1.21M
DSC
883
Duncker Streett & Co
Missouri
$1.21M
S
884
SimplyRich
California
$1.21M
ST
885
Smithfield Trust
Pennsylvania
$1.2M
MBT
886
Montecito Bank & Trust
California
$1.19M
SFFS
887
Stonehage Fleming Financial Services
Jersey
$1.18M
DS
888
DRW Securities
Illinois
$1.17M
TE
889
Tema ETFs
New York
$1.16M
FCH
890
Freestone Capital Holdings
Washington
$1.15M
MGIA
891
Moneta Group Investment Advisors
Missouri
$1.15M
BCM
892
Brookstone Capital Management
Illinois
$1.15M
QI
893
Qtron Investments
Massachusetts
$1.14M
PDL
894
Portfolio Design Labs
California
$1.14M
VA
895
VestGen Advisors
Illinois
$1.14M
CA
896
Callahan Advisors
Texas
$1.14M
BBHC
897
Brown Brothers Harriman & Co
New York
$1.13M
BP
898
Ballentine Partners
Massachusetts
$1.13M
CF
899
Convergence Financial
Missouri
$1.12M
KFI
900
Key Financial Inc
Pennsylvania
$1.11M