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
PCS
1201
Personal CFO Solutions
New Jersey
$429K
MFF
1202
Michels Family Financial
Texas
$428K
BWP
1203
BSW Wealth Partners
Colorado
$427K
MC
1204
Miramar Capital
Illinois
$425K
LI
1205
LVZ Inc
Michigan
$423K
MFG
1206
MidWestOne Financial Group
Iowa
$420K
HIC
1207
Holderness Investments Company
North Carolina
$419K
TW
1208
TritonPoint Wealth
Maryland
$419K
MC
1209
Matisse Capital
Oregon
$419K
BTI
1210
Blue Trust Inc
Georgia
$416K
CT
1211
Clearstead Trust
Maine
$415K
RMDI
1212
R.M. Davis Inc
Maine
$415K
CSA
1213
Cornerstone Select Advisors
Missouri
$414K
SAI
1214
Savvy Advisors Inc
New York
$414K
PCMC
1215
Paragon Capital Management (Colorado)
Colorado
$413K
YLHM
1216
Yelin Lapidot Holdings Management
Israel
$413K
AA
1217
Advisory Alpha
Michigan
$412K
TTWM
1218
TCV Trust & Wealth Management
Virginia
$412K
GD
1219
Grandfield & Dodd
New York
$411K
PCM
1220
Pointe Capital Management
Michigan
$411K
AC
1221
AlphaCore Capital
California
$411K
APWM
1222
Argonautica Private Wealth Management
Massachusetts
$409K
BCM
1223
BTC Capital Management
Iowa
$408K
CFP
1224
Catalyst Financial Partners
Massachusetts
$408K
AWM
1225
AE Wealth Management
Kansas
$406K