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
SMA
1276
Sage Mountain Advisors
Georgia
$340K
BIA
1277
Bigelow Investment Advisors
Maine
$339K
Los Angeles Capital Management
1278
Los Angeles Capital Management
California
$339K
FM
1279
Foster & Motley
Ohio
$338K
CWG
1280
Cornerstone Wealth Group
North Carolina
$338K
PJSIMP
1281
P.J. Schmidt Investment Management (PJS)
Wisconsin
$337K
BW
1282
Blalock Williams
Alabama
$337K
CFO
1283
CVA Family Office
Colorado
$336K
SCM
1284
Schnieders Capital Management
California
$334K
TIA
1285
Tiemann Investment Advisors
California
$333K
JWA
1286
JFS Wealth Advisors
Pennsylvania
$332K
NB
1287
Northwest Bancshares
Pennsylvania
$328K
WFI
1288
West Family Investments
California
$327K
LAM
1289
L2 Asset Management
Massachusetts
$327K
ECM
1290
Eisler Capital Management
United Kingdom
$327K
CIA
1291
Caerus Investment Advisors
Texas
$327K
CCA
1292
Childress Capital Advisors
Texas
$326K
WA
1293
WBH Advisory
Maryland
$325K
SPI
1294
Santori & Peters Inc
Pennsylvania
$324K
EDRH
1295
Edmond de Rothschild Holding
Switzerland
$322K
SG
1296
Somerset Group
Minnesota
$322K
RI
1297
Ridgewood Investments
New Jersey
$321K
AWA
1298
Arete Wealth Advisors
Illinois
$321K
EWS
1299
Evergreen Wealth Solutions
Pennsylvania
$320K
PWM
1300
Power Wealth Management
Georgia
$319K