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
WJWM
951
Williams Jones Wealth Management
New York
$968K
MIF
952
Mediolanum International Funds
Ireland
$966K
Lord, Abbett & Co
953
Lord, Abbett & Co
New Jersey
$960K
CTC
954
Central Trust Company
Missouri
$959K
MCCA
955
Mill Creek Capital Advisors
Pennsylvania
$957K
CFM
956
Catalyst Funds Management
Australia
$954K
PFS
957
Prospera Financial Services
Texas
$943K
FM
958
Freemont Management
Switzerland
$941K
ST
959
Spinnaker Trust
Maine
$941K
NAS
960
Nicolet Advisory Services
Wisconsin
$937K
PCA
961
Private Capital Advisors
Connecticut
$935K
RCM
962
Ridgepath Capital Management
Tennessee
$933K
BRWA
963
B. Riley Wealth Advisors
Florida
$932K
LGA
964
Lebenthal Global Advisors
New York
$932K
GDP
965
Great Diamond Partners
Maine
$931K
WBC
966
Westpac Banking Corp
Australia
$929K
NB
967
NBT Bank
New York
$929K
WB
968
WesBanco Bank
West Virginia
$925K
MYIA
969
Mount Yale Investment Advisors
Colorado
$924K
PCA
970
Purkiss Capital Advisors
Connecticut
$917K
WS
971
Wedbush Securities
California
$916K
RFA
972
Register Financial Advisors
Georgia
$903K
CAMG
973
CWA Asset Management Group
Florida
$900K
UCB
974
United Community Bank
South Carolina
$900K
ECM
975
Evergreen Capital Management
Washington
$899K