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
IF
1226
Intrua Financial
Texas
$406K
S
1227
Sunpointe
Missouri
$405K
NL
1228
NWAM LLC
Washington
$403K
ILI
1229
Invesco LLC (Illinois)
Illinois
$402K
CCM
1230
Chickasaw Capital Management
Tennessee
$401K
CWS
1231
Confluence Wealth Services
Pennsylvania
$400K
CIG
1232
Cascade Investment Group
Colorado
$400K
SW
1233
SkyOak Wealth
Michigan
$399K
RP
1234
Riverbridge Partners
Minnesota
$397K
SFS
1235
Sowell Financial Services
Arkansas
$394K
EP
1236
EPIQ Partners
Minnesota
$388K
JSW
1237
Journey Strategic Wealth
New Jersey
$388K
LWMM
1238
Legacy Wealth Management (Mississippi)
Mississippi
$387K
PP
1239
PDS Planning
Ohio
$387K
PI
1240
PFG Investments
New York
$386K
LRWA
1241
Long Run Wealth Advisors
New York
$385K
AA
1242
Alta Advisers
United Kingdom
$383K
MLL
1243
Moody Lynn & Lieberson
Massachusetts
$381K
TWM
1244
Trueblood Wealth Management
Ohio
$378K
NGA
1245
Naples Global Advisors
Florida
$378K
BOS
1246
Bank of Stockton
California
$375K
FNFDCM
1247
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$375K
TCWA
1248
Turtle Creek Wealth Advisors
Texas
$375K
CFS
1249
CRA Financial Services
New Jersey
$373K
FIA
1250
Foundations Investment Advisors
Arizona
$373K