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
TWM
1251
Trueblood Wealth Management
Ohio
$378K
NGA
1252
Naples Global Advisors
Florida
$378K
BOS
1253
Bank of Stockton
California
$375K
FNFDCM
1254
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$375K
TCWA
1255
Turtle Creek Wealth Advisors
Texas
$375K
CFS
1256
CRA Financial Services
New Jersey
$373K
FIA
1257
Foundations Investment Advisors
Arizona
$373K
GI
1258
GLOBALT Investments
Georgia
$370K
FWA
1259
Flagship Wealth Advisors
Massachusetts
$368K
LFG
1260
Larson Financial Group
Missouri
$368K
RAG
1261
RIA Advisory Group
Iowa
$366K
TCM
1262
Tributary Capital Management
Nebraska
$366K
Fisher Asset Management
1263
Fisher Asset Management
Washington
$366K
QWP
1264
Quotient Wealth Partners
Texas
$363K
MW
1265
Maia Wealth
Colorado
$362K
First Manhattan
1266
First Manhattan
New York
$362K
BFA
1267
Beacon Financial Advisory
Ohio
$362K
WTC
1268
WhitTier Trust Company
Nevada
$361K
IAIM
1269
International Assets Investment Management
Florida
$360K
FB
1270
Finward Bancorp
Indiana
$356K
RF
1271
Rossby Financial
Florida
$355K
IAA
1272
Ironsides Asset Advisors
North Carolina
$354K
AWM
1273
Angeles Wealth Management
California
$354K
VI
1274
Versor Investments
New York
$352K
SWP
1275
Strategic Wealth Partners
Ohio
$350K