FISV

Fiserv Inc

1,723 hedge funds and large institutions have $61.9B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 685 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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: $

27% less capital invested

Capital invested by funds: $84.3B → $61.9B (-$22.4B)

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
1,723
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
PA
1101
Promethium Advisors
Maryland
$600K
WIA
1102
Westbourne Investment Advisors
Maryland
$597K
TAM
1103
Townsend Asset Management
North Carolina
$596K
MFIM
1104
Mesirow Financial Investment Management
Illinois
$593K
AWA
1105
Aaron Wealth Advisors
Illinois
$592K
JAG
1106
Journey Advisory Group
Kentucky
$590K
BWP
1107
Burling Wealth Partners
Illinois
$589K
HCM
1108
Howard Capital Management
Georgia
$588K
EP
1109
Edgestream Partners
New Jersey
$588K
SWP
1110
Stratos Wealth Partners
Ohio
$586K
TAFW
1111
Tred Avon Family Wealth
Maryland
$586K
SB
1112
Simmons Bank
Arkansas
$585K
IA
1113
IFC Advisors
California
$585K
CIA
1114
Cape Investment Advisory
Georgia
$580K
JMFC
1115
J.M. Forbes & Co
Massachusetts
$578K
EI
1116
Ellevest Inc
New York
$577K
ERSOT
1117
Employees Retirement System of Texas
Texas
$574K
OIS
1118
Okabena Investment Services
Minnesota
$574K
ACM
1119
Advisors Capital Management
New Jersey
$573K
CT
1120
Caldwell Trust
Florida
$573K
FHA
1121
Flagship Harbor Advisors
Massachusetts
$570K
DJSG
1122
D.J. St. Germain
Massachusetts
$568K
IAG
1123
Ipsen Advisor Group
Arkansas
$568K
NL
1124
NWAM LLC
Washington
$566K
CF
1125
Centaurus Financial
California
$564K