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
FRA
1051
Frank Rimerman Advisors
California
$719K
WPC
1052
Wedmont Private Capital
Pennsylvania
$714K
KF
1053
Krilogy Financial
Missouri
$706K
SAM
1054
Sompo Asset Management
Japan
$705K
SP
1055
Stonebrook Private
Michigan
$702K
CA
1056
Crumly & Associates
Illinois
$702K
MWM
1057
Modera Wealth Management
New Jersey
$698K
BAAM
1058
Baker Avenue Asset Management
California
$698K
PCM
1059
Parsons Capital Management
Rhode Island
$698K
UAML
1060
US Asset Management LLC
Pennsylvania
$697K
ITFISA
1061
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$696K
CT
1062
Chicago Trust
Illinois
$695K
HAG
1063
HF Advisory Group
Maryland
$694K
IA
1064
Invested Advisors
Pennsylvania
$687K
CI
1065
Cigna Investments
Connecticut
$686K
HWAM
1066
Hennion & Walsh Asset Management
New Jersey
$686K
CIC
1067
Chilton Investment Company
Connecticut
$679K
PA
1068
PFG Advisors
Arizona
$679K
LCM
1069
LVM Capital Management
Michigan
$677K
NAM
1070
Nexpoint Asset Management
Texas
$677K
VC
1071
Veracity Capital
Georgia
$677K
WT
1072
Washington Trust
Rhode Island
$667K
DWM
1073
Drive Wealth Management
Utah
$666K
VCP
1074
Vista Capital Partners
Oregon
$665K
GCM
1075
Gator Capital Management
Florida
$665K