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
RPCONE
1201
Retirement Planning Company of New England
Rhode Island
$444K
MHC
1202
May Hill Capital
Massachusetts
$443K
FFP
1203
FourThought Financial Partners
Florida
$440K
T. Rowe Price Investment Management
1204
T. Rowe Price Investment Management
Maryland
$440K
AIC
1205
Archer Investment Corporation
Indiana
$440K
CCA
1206
Checchi Capital Advisers
California
$439K
OF
1207
Optimize Financial
California
$431K
EFS
1208
Essex Financial Services
Connecticut
$431K
PCS
1209
Personal CFO Solutions
New Jersey
$429K
MFF
1210
Michels Family Financial
Texas
$428K
BWP
1211
BSW Wealth Partners
Colorado
$427K
MC
1212
Miramar Capital
Illinois
$425K
LI
1213
LVZ Inc
Michigan
$423K
MFG
1214
MidWestOne Financial Group
Iowa
$420K
HIC
1215
Holderness Investments Company
North Carolina
$419K
TW
1216
TritonPoint Wealth
Maryland
$419K
MC
1217
Matisse Capital
Oregon
$419K
BTI
1218
Blue Trust Inc
Georgia
$416K
CT
1219
Clearstead Trust
Maine
$415K
RMDI
1220
R.M. Davis Inc
Maine
$415K
CSA
1221
Cornerstone Select Advisors
Missouri
$414K
SAI
1222
Savvy Advisors Inc
New York
$414K
PCMC
1223
Paragon Capital Management (Colorado)
Colorado
$413K
YLHM
1224
Yelin Lapidot Holdings Management
Israel
$413K
AA
1225
Advisory Alpha
Michigan
$412K