FISV

Fiserv Inc

1,714 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, 645 increasing their positions, 679 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: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,714
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
JAG
1101
Journey Advisory Group
Kentucky
$590K
BWP
1102
Burling Wealth Partners
Illinois
$589K
HCM
1103
Howard Capital Management
Georgia
$588K
EP
1104
Edgestream Partners
New Jersey
$588K
SWP
1105
Stratos Wealth Partners
Ohio
$586K
TAFW
1106
Tred Avon Family Wealth
Maryland
$586K
SB
1107
Simmons Bank
Arkansas
$585K
IA
1108
IFC Advisors
California
$585K
CIA
1109
Cape Investment Advisory
Georgia
$580K
JMFC
1110
J.M. Forbes & Co
Massachusetts
$578K
EI
1111
Ellevest Inc
New York
$577K
ERSOT
1112
Employees Retirement System of Texas
Texas
$574K
OIS
1113
Okabena Investment Services
Minnesota
$574K
ACM
1114
Advisors Capital Management
New Jersey
$573K
CT
1115
Caldwell Trust
Florida
$573K
FHA
1116
Flagship Harbor Advisors
Massachusetts
$570K
DJSG
1117
D.J. St. Germain
Massachusetts
$568K
IAG
1118
Ipsen Advisor Group
Arkansas
$568K
CF
1119
Centaurus Financial
California
$564K
BFA
1120
Beaumont Financial Advisors
Massachusetts
$564K
ACI
1121
Alpha Cubed Investments
California
$562K
AWP
1122
Abacus Wealth Partners
California
$561K
DFG
1123
Demars Financial Group
Washington
$561K
PAW
1124
Plan A Wealth
Nebraska
$559K
CIC
1125
Cornercap Investment Counsel
Georgia
$558K