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
BWP
1101
Burling Wealth Partners
Illinois
$589K
HCM
1102
Howard Capital Management
Georgia
$588K
EP
1103
Edgestream Partners
New Jersey
$588K
SWP
1104
Stratos Wealth Partners
Ohio
$586K
TAFW
1105
Tred Avon Family Wealth
Maryland
$586K
SB
1106
Simmons Bank
Arkansas
$585K
IA
1107
IFC Advisors
California
$585K
CIA
1108
Cape Investment Advisory
Georgia
$580K
JMFC
1109
J.M. Forbes & Co
Massachusetts
$578K
EI
1110
Ellevest Inc
New York
$577K
ERSOT
1111
Employees Retirement System of Texas
Texas
$574K
OIS
1112
Okabena Investment Services
Minnesota
$574K
ACM
1113
Advisors Capital Management
New Jersey
$573K
CT
1114
Caldwell Trust
Florida
$573K
FHA
1115
Flagship Harbor Advisors
Massachusetts
$570K
DJSG
1116
D.J. St. Germain
Massachusetts
$568K
IAG
1117
Ipsen Advisor Group
Arkansas
$568K
CF
1118
Centaurus Financial
California
$564K
BFA
1119
Beaumont Financial Advisors
Massachusetts
$564K
ACI
1120
Alpha Cubed Investments
California
$562K
AWP
1121
Abacus Wealth Partners
California
$561K
DFG
1122
Demars Financial Group
Washington
$561K
PAW
1123
Plan A Wealth
Nebraska
$559K
CIC
1124
Cornercap Investment Counsel
Georgia
$558K
IC
1125
Inscription Capital
Texas
$558K