FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
OWA
1176
Outlook Wealth Advisors
Texas
$485K
BCFD
1177
Boit C.F. David
$483K
PSP
1178
Principal Street Partners
Tennessee
$476K
EW
1179
Evoke Wealth
California
$476K
HFA
1180
Hutchinson Financial Advisors
Virginia
$476K
CPIG
1181
Chicago Partners Investment Group
Illinois
$476K
RIL
1182
Rothschild Investment LLC
Illinois
$474K
CI
1183
Conning Inc
Connecticut
$473K
KFP
1184
KMG Fiduciary Partners
Ohio
$471K
SCM
1185
Shelton Capital Management
Colorado
$470K
FCP
1186
Fidelis Capital Partners
Florida
$467K
CWM
1187
Calamos Wealth Management
Illinois
$467K
MA
1188
MONECO Advisors
Connecticut
$466K
EWA
1189
Exencial Wealth Advisors
Oklahoma
$465K
APC
1190
Aspire Private Capital
North Carolina
$461K
TCPW
1191
Twin City Private Wealth
North Carolina
$459K
AC
1192
Avestar Capital
New York
$458K
CIA
1193
Citadel Investment Advisory
Ohio
$458K
SAM
1194
Secure Asset Management
Michigan
$454K
PL
1195
Perpetual Ltd
Australia
$453K
CCFM
1196
Clear Creek Financial Management
Washington
$453K
GCC
1197
Guardian Capital (Canada)
Ontario, Canada
$449K
HWA
1198
Heritage Wealth Advisors
Virginia
$446K
AFG
1199
Atomi Financial Group
New York
$446K
MIA
1200
MMBG Investment Advisors
Florida
$445K