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
IIA
901
Integral Investment Advisors
California
$1.1M
A
902
Allianz
Germany
$1.09M
RWM
903
Ritholtz Wealth Management
New York
$1.09M
DWM
904
Darwin Wealth Management
Florida
$1.09M
GIP
905
Granite Investment Partners
California
$1.09M
LA
906
Legacy Advisors
Pennsylvania
$1.08M
BC
907
Burney Company
Virginia
$1.08M
FC
908
Farringdon Capital
United Kingdom
$1.08M
APG
909
Abacus Planning Group
South Carolina
$1.08M
SC
910
Syon Capital
California
$1.07M
SMC
911
Smith, Moore & Co
Missouri
$1.07M
FIB
912
First Interstate Bank
Montana
$1.07M
TCA
913
Transcend Capital Advisors
New Jersey
$1.06M
BIA
914
Benchmark Investment Advisors
Illinois
$1.06M
JWM
915
JGP Wealth Management
Oregon
$1.06M
SI
916
Stephens Inc
Arkansas
$1.06M
TA
917
Tectonic Advisors
Texas
$1.06M
PPA
918
Pacific Point Advisors
California
$1.06M
AA
919
Addison Advisors
Vermont
$1.06M
FTWA
920
Fifth Third Wealth Advisors
Ohio
$1.06M
PK
921
Pflug Koory
Nebraska
$1.04M
GC
922
Grimes & Company
Massachusetts
$1.04M
CFG
923
Cooper Financial Group
California
$1.04M
VCM
924
Voleon Capital Management
California
$1.04M
BC
925
Bowman & Company
Wisconsin
$1.04M