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
TTWM
1226
TCV Trust & Wealth Management
Virginia
$412K
GD
1227
Grandfield & Dodd
New York
$411K
PCM
1228
Pointe Capital Management
Michigan
$411K
AC
1229
AlphaCore Capital
California
$411K
APWM
1230
Argonautica Private Wealth Management
Massachusetts
$409K
BCM
1231
BTC Capital Management
Iowa
$408K
CFP
1232
Catalyst Financial Partners
Massachusetts
$408K
AWM
1233
AE Wealth Management
Kansas
$406K
IF
1234
Intrua Financial
Texas
$406K
S
1235
Sunpointe
Missouri
$405K
ILI
1236
Invesco LLC (Illinois)
Illinois
$402K
CCM
1237
Chickasaw Capital Management
Tennessee
$401K
CWS
1238
Confluence Wealth Services
Pennsylvania
$400K
CIG
1239
Cascade Investment Group
Colorado
$400K
SW
1240
SkyOak Wealth
Michigan
$399K
RP
1241
Riverbridge Partners
Minnesota
$397K
SFS
1242
Sowell Financial Services
Arkansas
$394K
EP
1243
EPIQ Partners
Minnesota
$388K
JSW
1244
Journey Strategic Wealth
New Jersey
$388K
LWMM
1245
Legacy Wealth Management (Mississippi)
Mississippi
$387K
PP
1246
PDS Planning
Ohio
$387K
PI
1247
PFG Investments
New York
$386K
LRWA
1248
Long Run Wealth Advisors
New York
$385K
AA
1249
Alta Advisers
United Kingdom
$383K
MLL
1250
Moody Lynn & Lieberson
Massachusetts
$381K