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
OWA
1101
One Wealth Advisors
California
$607K
PA
1102
Promethium Advisors
Maryland
$600K
WIA
1103
Westbourne Investment Advisors
Maryland
$597K
TAM
1104
Townsend Asset Management
North Carolina
$596K
MFIM
1105
Mesirow Financial Investment Management
Illinois
$593K
AWA
1106
Aaron Wealth Advisors
Illinois
$592K
JAG
1107
Journey Advisory Group
Kentucky
$590K
BWP
1108
Burling Wealth Partners
Illinois
$589K
HCM
1109
Howard Capital Management
Georgia
$588K
EP
1110
Edgestream Partners
New Jersey
$588K
SWP
1111
Stratos Wealth Partners
Ohio
$586K
TAFW
1112
Tred Avon Family Wealth
Maryland
$586K
SB
1113
Simmons Bank
Arkansas
$585K
IA
1114
IFC Advisors
California
$585K
CIA
1115
Cape Investment Advisory
Georgia
$580K
JMFC
1116
J.M. Forbes & Co
Massachusetts
$578K
EI
1117
Ellevest Inc
New York
$577K
ERSOT
1118
Employees Retirement System of Texas
Texas
$574K
OIS
1119
Okabena Investment Services
Minnesota
$574K
ACM
1120
Advisors Capital Management
New Jersey
$573K
CT
1121
Caldwell Trust
Florida
$573K
FHA
1122
Flagship Harbor Advisors
Massachusetts
$570K
DJSG
1123
D.J. St. Germain
Massachusetts
$568K
IAG
1124
Ipsen Advisor Group
Arkansas
$568K
NL
1125
NWAM LLC
Washington
$566K