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
VFA
1001
Voya Financial Advisors
Connecticut
$866K
ACA
1002
Anchor Capital Advisors
Massachusetts
$866K
RS
1003
R Squared
Hong Kong
$865K
HSA
1004
HBK Sorce Advisory
Pennsylvania
$864K
GC
1005
Gould Capital
Washington
$860K
MPM
1006
Meritage Portfolio Management
Kansas
$857K
CWM
1007
Circle Wealth Management
New Jersey
$857K
KTM
1008
Keeler Thomas Management
Utah
$854K
HCM
1009
Hengehold Capital Management
Ohio
$853K
1SB
1010
1ST Source Bank
Indiana
$853K
CWM
1011
Centurion Wealth Management
Virginia
$850K
TAM
1012
Trust Asset Management
Texas
$847K
GM
1013
GeoWealth Management
Illinois
$843K
RIA
1014
Regal Investment Advisors
Michigan
$841K
HIM
1015
Hillsdale Investment Management
Ontario, Canada
$841K
YC
1016
Yarbrough Capital
Tennessee
$838K
BTW
1017
Boston Trust Walden
Massachusetts
$831K
MK
1018
MASTERINVEST Kapitalanlage
$829K
AA
1019
ALPS Advisors
Colorado
$824K
WT
1020
Whittier Trust
California
$821K
JFG
1021
Jefferies Financial Group
New York
$813K
ACM
1022
Allred Capital Management
Texas
$808K
SC
1023
Scratch Capital
Idaho
$806K
PSC
1024
Prentiss Smith & Co
Vermont
$805K
BTD
1025
BankPlus Trust Department
Mississippi
$802K