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
BCFD
1176
Boit C.F. David
$483K
PSP
1177
Principal Street Partners
Tennessee
$476K
EW
1178
Evoke Wealth
California
$476K
HFA
1179
Hutchinson Financial Advisors
Virginia
$476K
CPIG
1180
Chicago Partners Investment Group
Illinois
$476K
RIL
1181
Rothschild Investment LLC
Illinois
$474K
CI
1182
Conning Inc
Connecticut
$473K
KFP
1183
KMG Fiduciary Partners
Ohio
$471K
SCM
1184
Shelton Capital Management
Colorado
$470K
FCP
1185
Fidelis Capital Partners
Florida
$467K
CWM
1186
Calamos Wealth Management
Illinois
$467K
MA
1187
MONECO Advisors
Connecticut
$466K
EWA
1188
Exencial Wealth Advisors
Oklahoma
$465K
APC
1189
Aspire Private Capital
North Carolina
$461K
TCPW
1190
Twin City Private Wealth
North Carolina
$459K
AC
1191
Avestar Capital
New York
$458K
CIA
1192
Citadel Investment Advisory
Ohio
$458K
SAM
1193
Secure Asset Management
Michigan
$454K
PL
1194
Perpetual Ltd
Australia
$453K
CCFM
1195
Clear Creek Financial Management
Washington
$453K
GCC
1196
Guardian Capital (Canada)
Ontario, Canada
$449K
HWA
1197
Heritage Wealth Advisors
Virginia
$446K
AFG
1198
Atomi Financial Group
New York
$446K
MIA
1199
MMBG Investment Advisors
Florida
$445K
RPCONE
1200
Retirement Planning Company of New England
Rhode Island
$444K