FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
LD
976
Lipe & Dalton
New York
$904K
RFA
977
Register Financial Advisors
Georgia
$903K
CAMG
978
CWA Asset Management Group
Florida
$900K
UCB
979
United Community Bank
South Carolina
$900K
ECM
980
Evergreen Capital Management
Washington
$899K
KWM
981
Kingsview Wealth Management
Oregon
$899K
LFA
982
Legacy Financial Advisors
Kentucky
$895K
MSAM
983
Moloney Securities Asset Management
Missouri
$894K
AWMT
984
AAFMAA Wealth Management & Trust
North Carolina
$892K
Empower Advisory Group
985
Empower Advisory Group
Colorado
$891K
CPA
986
Court Place Advisors
Maryland
$890K
TCOV
987
Trust Company of Vermont
Vermont
$889K
TFS
988
Thoroughbred Financial Services
Tennessee
$888K
JWCA
989
J.W. Cole Advisors
Florida
$886K
WA
990
Waverly Advisors
Alabama
$886K
SIA
991
SkyView Investment Advisors
New Jersey
$884K
LFA
992
Legend Financial Advisors
Pennsylvania
$882K
LT
993
Legacy Trust
Michigan
$881K
CW
994
CreativeOne Wealth
Kansas
$879K
BFM
995
Boothbay Fund Management
New York
$877K
ONB
996
Old National Bancorp
Indiana
$874K
KPWS
997
Kestra Private Wealth Services
Texas
$870K
P
998
Pitcairn
Pennsylvania
$869K
OL
999
Optas LLC
Texas
$868K
Hudson Bay Capital Management
1000
Hudson Bay Capital Management
Connecticut
$867K