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
RFA
976
Register Financial Advisors
Georgia
$903K
CAMG
977
CWA Asset Management Group
Florida
$900K
UCB
978
United Community Bank
South Carolina
$900K
ECM
979
Evergreen Capital Management
Washington
$899K
KWM
980
Kingsview Wealth Management
Oregon
$899K
LFA
981
Legacy Financial Advisors
Kentucky
$895K
MSAM
982
Moloney Securities Asset Management
Missouri
$894K
AWMT
983
AAFMAA Wealth Management & Trust
North Carolina
$892K
Empower Advisory Group
984
Empower Advisory Group
Colorado
$891K
CPA
985
Court Place Advisors
Maryland
$890K
TCOV
986
Trust Company of Vermont
Vermont
$889K
TFS
987
Thoroughbred Financial Services
Tennessee
$888K
JWCA
988
J.W. Cole Advisors
Florida
$886K
WA
989
Waverly Advisors
Alabama
$886K
SIA
990
SkyView Investment Advisors
New Jersey
$884K
LFA
991
Legend Financial Advisors
Pennsylvania
$882K
LT
992
Legacy Trust
Michigan
$881K
CW
993
CreativeOne Wealth
Kansas
$879K
BFM
994
Boothbay Fund Management
New York
$877K
ONB
995
Old National Bancorp
Indiana
$874K
KPWS
996
Kestra Private Wealth Services
Texas
$870K
P
997
Pitcairn
Pennsylvania
$869K
OL
998
Optas LLC
Texas
$868K
Hudson Bay Capital Management
999
Hudson Bay Capital Management
Connecticut
$867K
VFA
1000
Voya Financial Advisors
Connecticut
$866K