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
CWM
1001
Circle Wealth Management
New Jersey
$857K
KTM
1002
Keeler Thomas Management
Utah
$854K
HCM
1003
Hengehold Capital Management
Ohio
$853K
1SB
1004
1ST Source Bank
Indiana
$853K
CWM
1005
Centurion Wealth Management
Virginia
$850K
TAM
1006
Trust Asset Management
Texas
$847K
GM
1007
GeoWealth Management
Illinois
$843K
RIA
1008
Regal Investment Advisors
Michigan
$841K
HIM
1009
Hillsdale Investment Management
Ontario, Canada
$841K
YC
1010
Yarbrough Capital
Tennessee
$838K
BTW
1011
Boston Trust Walden
Massachusetts
$831K
MK
1012
MASTERINVEST Kapitalanlage
$829K
AA
1013
ALPS Advisors
Colorado
$824K
WT
1014
Whittier Trust
California
$821K
JFG
1015
Jefferies Financial Group
New York
$813K
ACM
1016
Allred Capital Management
Texas
$808K
SC
1017
Scratch Capital
Idaho
$806K
PSC
1018
Prentiss Smith & Co
Vermont
$805K
BTD
1019
BankPlus Trust Department
Mississippi
$802K
MCM
1020
Manchester Capital Management
Vermont
$800K
CBT
1021
CoreFirst Bank & Trust
Kansas
$799K
FHC
1022
First Horizon Corporation
Tennessee
$797K
SCTC
1023
Sanibel Captiva Trust Company
Florida
$795K
SW
1024
SlateStone Wealth
Florida
$793K
Envestnet Portfolio Solutions
1025
Envestnet Portfolio Solutions
Illinois
$787K