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
BFA
1126
Beaumont Financial Advisors
Massachusetts
$564K
ACI
1127
Alpha Cubed Investments
California
$562K
AWP
1128
Abacus Wealth Partners
California
$561K
DFG
1129
Demars Financial Group
Washington
$561K
PAW
1130
Plan A Wealth
Nebraska
$559K
CIC
1131
Cornercap Investment Counsel
Georgia
$558K
IC
1132
Inscription Capital
Texas
$558K
SCA
1133
Stonebridge Capital Advisors
Minnesota
$557K
OIA
1134
Optimum Investment Advisors
Illinois
$553K
EIP
1135
Ellis Investment Partners
Pennsylvania
$553K
PF
1136
Phoenix Financial
Israel
$553K
CHAM
1137
Clear Harbor Asset Management
Connecticut
$552K
FNBTCON
1138
First National Bank & Trust Co of Newtown
Pennsylvania
$552K
CWM
1139
Connecticut Wealth Management
Connecticut
$552K
LP
1140
LMR Partners
United Kingdom
$550K
PFGIA
1141
Patriot Financial Group Insurance Agency
Massachusetts
$547K
AGWCA
1142
Annis Gardner Whiting Capital Advisors
Florida
$546K
VBA
1143
von Borstel & Associates
Oregon
$546K
CWA
1144
Crux Wealth Advisors
California
$544K
VIM
1145
Vista Investment Management
Pennsylvania
$543K
BPA
1146
Beacon Pointe Advisors
California
$540K
CBT
1147
Central Bank & Trust
Kentucky
$538K
IP
1148
Intellectus Partners
California
$536K
PWP
1149
Prasad Wealth Partners
Ohio
$535K
PCTC
1150
Perkins Coie Trust Company
Washington
$529K