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