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
ACA
1001
Anchor Capital Advisors
Massachusetts
$866K
RS
1002
R Squared
Hong Kong
$865K
HSA
1003
HBK Sorce Advisory
Pennsylvania
$864K
GC
1004
Gould Capital
Washington
$860K
MPM
1005
Meritage Portfolio Management
Kansas
$857K
CWM
1006
Circle Wealth Management
New Jersey
$857K
KTM
1007
Keeler Thomas Management
Utah
$854K
HCM
1008
Hengehold Capital Management
Ohio
$853K
1SB
1009
1ST Source Bank
Indiana
$853K
CWM
1010
Centurion Wealth Management
Virginia
$850K
TAM
1011
Trust Asset Management
Texas
$847K
GM
1012
GeoWealth Management
Illinois
$843K
RIA
1013
Regal Investment Advisors
Michigan
$841K
HIM
1014
Hillsdale Investment Management
Ontario, Canada
$841K
YC
1015
Yarbrough Capital
Tennessee
$838K
BTW
1016
Boston Trust Walden
Massachusetts
$831K
MK
1017
MASTERINVEST Kapitalanlage
$829K
AA
1018
ALPS Advisors
Colorado
$824K
WT
1019
Whittier Trust
California
$821K
JFG
1020
Jefferies Financial Group
New York
$813K
ACM
1021
Allred Capital Management
Texas
$808K
SC
1022
Scratch Capital
Idaho
$806K
PSC
1023
Prentiss Smith & Co
Vermont
$805K
BTD
1024
BankPlus Trust Department
Mississippi
$802K
MCM
1025
Manchester Capital Management
Vermont
$800K