FISV

Fiserv Inc

1,709 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 644 increasing their positions, 678 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: 166 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,709
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
CIA
1076
Capital Investment Advisors
Georgia
$640K
AIP
1077
Ameritas Investment Partners
Nebraska
$639K
MCA
1078
Magnolia Capital Advisors
Mississippi
$638K
SCM
1079
SCS Capital Management
Massachusetts
$638K
GAG
1080
GM Advisory Group
New York
$637K
CAC
1081
Certified Advisory Corp
Florida
$636K
GWSG
1082
GPS Wealth Strategies Group
Colorado
$631K
BFG
1083
Beacon Financial Group
Texas
$631K
NCM
1084
Neumann Capital Management
California
$630K
RGC
1085
Roberts, Glore & Co
Illinois
$629K
PMG
1086
ProVise Management Group
Florida
$628K
LAM
1087
LECAP Asset Management
United Kingdom
$628K
VFA
1088
Valeo Financial Advisors
Indiana
$623K
BPWM
1089
Badgley Phelps Wealth Managers
Washington
$622K
V
1090
VeraBank
Texas
$618K
PWP
1091
Principle Wealth Partners
Connecticut
$618K
SF
1092
Summit Financial
New Jersey
$614K
SCA
1093
Sandy Cove Advisors
Massachusetts
$612K
OWA
1094
One Wealth Advisors
California
$607K
PA
1095
Promethium Advisors
Maryland
$600K
WIA
1096
Westbourne Investment Advisors
Maryland
$597K
TAM
1097
Townsend Asset Management
North Carolina
$596K
MFIM
1098
Mesirow Financial Investment Management
Illinois
$593K
AWA
1099
Aaron Wealth Advisors
Illinois
$592K
JAG
1100
Journey Advisory Group
Kentucky
$590K