FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
GCM
1076
Gator Capital Management
Florida
$665K
CAM
1077
Clark Asset Management
New Hampshire
$661K
NB
1078
Nicolet Bankshares
Wisconsin
$654K
AGP
1079
Aspire Growth Partners
Florida
$649K
SCP
1080
Steamboat Capital Partners
New York
$645K
BAMCO Inc
1081
BAMCO Inc
New York
$645K
ETC
1082
Exchange Traded Concepts
Oklahoma
$641K
CIA
1083
Capital Investment Advisors
Georgia
$640K
AIP
1084
Ameritas Investment Partners
Nebraska
$639K
MCA
1085
Magnolia Capital Advisors
Mississippi
$638K
SCM
1086
SCS Capital Management
Massachusetts
$638K
GAG
1087
GM Advisory Group
New York
$637K
CAC
1088
Certified Advisory Corp
Florida
$636K
GWSG
1089
GPS Wealth Strategies Group
Colorado
$631K
BFG
1090
Beacon Financial Group
Texas
$631K
NCM
1091
Neumann Capital Management
California
$630K
RGC
1092
Roberts, Glore & Co
Illinois
$629K
PMG
1093
ProVise Management Group
Florida
$628K
LAM
1094
LECAP Asset Management
United Kingdom
$628K
VFA
1095
Valeo Financial Advisors
Indiana
$623K
BPWM
1096
Badgley Phelps Wealth Managers
Washington
$622K
V
1097
VeraBank
Texas
$618K
PWP
1098
Principle Wealth Partners
Connecticut
$618K
SF
1099
Summit Financial
New Jersey
$614K
SCA
1100
Sandy Cove Advisors
Massachusetts
$612K