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
LIM
1151
Leavell Investment Management
Alabama
$520K
CWM
1152
Chesapeake Wealth Management
Virginia
$520K
RC
1153
RBF Capital
California
$516K
KWM
1154
KFG Wealth Management
Indiana
$513K
VVP
1155
Venture Visionary Partners
Ohio
$512K
GLA
1156
Great Lakes Advisors
Illinois
$511K
PWM
1157
Perigon Wealth Management
California
$507K
EFG
1158
Everhart Financial Group
Ohio
$502K
QWM
1159
Quadcap Wealth Management
Texas
$502K
EBSAM
1160
Eubel Brady & Suttman Asset Management
Ohio
$501K
MFS
1161
Madrona Financial Services
Washington
$498K
HH
1162
Hilltop Holdings
Texas
$496K
RCAG
1163
Rehmann Capital Advisory Group
Michigan
$495K
LWAM
1164
Legacy Wealth Asset Management
Minnesota
$492K
CNBTD
1165
Citizens National Bank Trust Department
Mississippi
$492K
AFT
1166
Alpha Family Trust
California
$491K
EWA
1167
EverSource Wealth Advisors
Alabama
$485K
OWA
1168
Outlook Wealth Advisors
Texas
$485K
BCFD
1169
Boit C.F. David
$483K
PSP
1170
Principal Street Partners
Tennessee
$476K
EW
1171
Evoke Wealth
California
$476K
HFA
1172
Hutchinson Financial Advisors
Virginia
$476K
CPIG
1173
Chicago Partners Investment Group
Illinois
$476K
RIL
1174
Rothschild Investment LLC
Illinois
$474K
CI
1175
Conning Inc
Connecticut
$473K