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
GD
1226
Grandfield & Dodd
New York
$411K
PCM
1227
Pointe Capital Management
Michigan
$411K
AC
1228
AlphaCore Capital
California
$411K
APWM
1229
Argonautica Private Wealth Management
Massachusetts
$409K
BCM
1230
BTC Capital Management
Iowa
$408K
CFP
1231
Catalyst Financial Partners
Massachusetts
$408K
AWM
1232
AE Wealth Management
Kansas
$406K
IF
1233
Intrua Financial
Texas
$406K
S
1234
Sunpointe
Missouri
$405K
ILI
1235
Invesco LLC (Illinois)
Illinois
$402K
CCM
1236
Chickasaw Capital Management
Tennessee
$401K
CWS
1237
Confluence Wealth Services
Pennsylvania
$400K
CIG
1238
Cascade Investment Group
Colorado
$400K
SW
1239
SkyOak Wealth
Michigan
$399K
RP
1240
Riverbridge Partners
Minnesota
$397K
SFS
1241
Sowell Financial Services
Arkansas
$394K
EP
1242
EPIQ Partners
Minnesota
$388K
JSW
1243
Journey Strategic Wealth
New Jersey
$388K
LWMM
1244
Legacy Wealth Management (Mississippi)
Mississippi
$387K
PP
1245
PDS Planning
Ohio
$387K
PI
1246
PFG Investments
New York
$386K
LRWA
1247
Long Run Wealth Advisors
New York
$385K
AA
1248
Alta Advisers
United Kingdom
$383K
MLL
1249
Moody Lynn & Lieberson
Massachusetts
$381K
TWM
1250
Trueblood Wealth Management
Ohio
$378K