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
CA
1051
Crumly & Associates
Illinois
$702K
MWM
1052
Modera Wealth Management
New Jersey
$698K
BAAM
1053
Baker Avenue Asset Management
California
$698K
PCM
1054
Parsons Capital Management
Rhode Island
$698K
UAML
1055
US Asset Management LLC
Pennsylvania
$697K
ITFISA
1056
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$696K
CT
1057
Chicago Trust
Illinois
$695K
HAG
1058
HF Advisory Group
Maryland
$694K
IA
1059
Invested Advisors
Pennsylvania
$687K
CI
1060
Cigna Investments
Connecticut
$686K
HWAM
1061
Hennion & Walsh Asset Management
New Jersey
$686K
CIC
1062
Chilton Investment Company
Connecticut
$679K
PA
1063
PFG Advisors
Arizona
$679K
LCM
1064
LVM Capital Management
Michigan
$677K
NAM
1065
Nexpoint Asset Management
Texas
$677K
VC
1066
Veracity Capital
Georgia
$677K
WT
1067
Washington Trust
Rhode Island
$667K
DWM
1068
Drive Wealth Management
Utah
$666K
VCP
1069
Vista Capital Partners
Oregon
$665K
GCM
1070
Gator Capital Management
Florida
$665K
CAM
1071
Clark Asset Management
New Hampshire
$661K
NB
1072
Nicolet Bankshares
Wisconsin
$654K
AGP
1073
Aspire Growth Partners
Florida
$649K
SCP
1074
Steamboat Capital Partners
New York
$645K
BAMCO Inc
1075
BAMCO Inc
New York
$645K