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
KFP
1176
KMG Fiduciary Partners
Ohio
$471K
SCM
1177
Shelton Capital Management
Colorado
$470K
FCP
1178
Fidelis Capital Partners
Florida
$467K
CWM
1179
Calamos Wealth Management
Illinois
$467K
MA
1180
MONECO Advisors
Connecticut
$466K
EWA
1181
Exencial Wealth Advisors
Oklahoma
$465K
APC
1182
Aspire Private Capital
North Carolina
$461K
TCPW
1183
Twin City Private Wealth
North Carolina
$459K
AC
1184
Avestar Capital
New York
$458K
CIA
1185
Citadel Investment Advisory
Ohio
$458K
SAM
1186
Secure Asset Management
Michigan
$454K
PL
1187
Perpetual Ltd
Australia
$453K
CCFM
1188
Clear Creek Financial Management
Washington
$453K
GC
1189
Guardian Capital
Ontario, Canada
$449K
HWA
1190
Heritage Wealth Advisors
Virginia
$446K
AFG
1191
Atomi Financial Group
New York
$446K
MIA
1192
MMBG Investment Advisors
Florida
$445K
RPCONE
1193
Retirement Planning Company of New England
Rhode Island
$444K
MHC
1194
May Hill Capital
Massachusetts
$443K
FFP
1195
FourThought Financial Partners
Florida
$440K
T. Rowe Price Investment Management
1196
T. Rowe Price Investment Management
Maryland
$440K
AIC
1197
Archer Investment Corporation
Indiana
$440K
CCA
1198
Checchi Capital Advisers
California
$439K
OF
1199
Optimize Financial
California
$431K
EFS
1200
Essex Financial Services
Connecticut
$431K