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
KWM
976
Kingsview Wealth Management
Oregon
$899K
LFA
977
Legacy Financial Advisors
Kentucky
$895K
MSAM
978
Moloney Securities Asset Management
Missouri
$894K
AWMT
979
AAFMAA Wealth Management & Trust
North Carolina
$892K
Empower Advisory Group
980
Empower Advisory Group
Colorado
$891K
CPA
981
Court Place Advisors
Maryland
$890K
TCOV
982
Trust Company of Vermont
Vermont
$889K
TFS
983
Thoroughbred Financial Services
Tennessee
$888K
JWCA
984
J.W. Cole Advisors
Florida
$886K
WA
985
Waverly Advisors
Alabama
$886K
LFA
986
Legend Financial Advisors
Pennsylvania
$882K
LT
987
Legacy Trust
Michigan
$881K
CW
988
CreativeOne Wealth
Kansas
$879K
BFM
989
Boothbay Fund Management
New York
$877K
ONB
990
Old National Bancorp
Indiana
$874K
KPWS
991
Kestra Private Wealth Services
Texas
$870K
P
992
Pitcairn
Pennsylvania
$869K
OL
993
Optas LLC
Texas
$868K
Hudson Bay Capital Management
994
Hudson Bay Capital Management
Connecticut
$867K
VFA
995
Voya Financial Advisors
Connecticut
$866K
ACA
996
Anchor Capital Advisors
Massachusetts
$866K
RS
997
R Squared
Hong Kong
$865K
HSA
998
HBK Sorce Advisory
Pennsylvania
$864K
GC
999
Gould Capital
Washington
$860K
MPM
1000
Meritage Portfolio Management
Kansas
$857K