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
SCA
1126
Stonebridge Capital Advisors
Minnesota
$557K
OIA
1127
Optimum Investment Advisors
Illinois
$553K
EIP
1128
Ellis Investment Partners
Pennsylvania
$553K
PF
1129
Phoenix Financial
Israel
$553K
CHAM
1130
Clear Harbor Asset Management
Connecticut
$552K
FNBTCON
1131
First National Bank & Trust Co of Newtown
Pennsylvania
$552K
CWM
1132
Connecticut Wealth Management
Connecticut
$552K
LP
1133
LMR Partners
United Kingdom
$550K
PFGIA
1134
Patriot Financial Group Insurance Agency
Massachusetts
$547K
AGWCA
1135
Annis Gardner Whiting Capital Advisors
Florida
$546K
VBA
1136
von Borstel & Associates
Oregon
$546K
CWA
1137
Crux Wealth Advisors
California
$544K
VIM
1138
Vista Investment Management
Pennsylvania
$543K
BPA
1139
Beacon Pointe Advisors
California
$540K
CBT
1140
Central Bank & Trust
Kentucky
$538K
IP
1141
Intellectus Partners
California
$536K
PWP
1142
Prasad Wealth Partners
Ohio
$535K
PCTC
1143
Perkins Coie Trust Company
Washington
$529K
GITFIT
1144
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$529K
WAG
1145
Wallace Advisory Group
California
$529K
NWAG
1146
Net Worth Advisory Group
Utah
$524K
Koshinski Asset Management
1147
Koshinski Asset Management
Illinois
$524K
1CP
1148
17 Capital Partners
Arizona
$523K
RCA
1149
Resonant Capital Advisors
Wisconsin
$523K
PFBT
1150
Parkside Financial Bank & Trust
Missouri
$520K