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
LFA
976
Legacy Financial Advisors
Kentucky
$895K
MSAM
977
Moloney Securities Asset Management
Missouri
$894K
AWMT
978
AAFMAA Wealth Management & Trust
North Carolina
$892K
Empower Advisory Group
979
Empower Advisory Group
Colorado
$891K
CPA
980
Court Place Advisors
Maryland
$890K
TCOV
981
Trust Company of Vermont
Vermont
$889K
TFS
982
Thoroughbred Financial Services
Tennessee
$888K
JWCA
983
J.W. Cole Advisors
Florida
$886K
WA
984
Waverly Advisors
Alabama
$886K
LFA
985
Legend Financial Advisors
Pennsylvania
$882K
LT
986
Legacy Trust
Michigan
$881K
CW
987
CreativeOne Wealth
Kansas
$879K
BFM
988
Boothbay Fund Management
New York
$877K
ONB
989
Old National Bancorp
Indiana
$874K
KPWS
990
Kestra Private Wealth Services
Texas
$870K
P
991
Pitcairn
Pennsylvania
$869K
OL
992
Optas LLC
Texas
$868K
Hudson Bay Capital Management
993
Hudson Bay Capital Management
Connecticut
$867K
VFA
994
Voya Financial Advisors
Connecticut
$866K
ACA
995
Anchor Capital Advisors
Massachusetts
$866K
RS
996
R Squared
Hong Kong
$865K
HSA
997
HBK Sorce Advisory
Pennsylvania
$864K
GC
998
Gould Capital
Washington
$860K
MPM
999
Meritage Portfolio Management
Kansas
$857K
CWM
1000
Circle Wealth Management
New Jersey
$857K