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
SPI
1301
Santori & Peters Inc
Pennsylvania
$324K
EDRH
1302
Edmond de Rothschild Holding
Switzerland
$322K
SG
1303
Somerset Group
Minnesota
$322K
RI
1304
Ridgewood Investments
New Jersey
$321K
AWA
1305
Arete Wealth Advisors
Illinois
$321K
EWS
1306
Evergreen Wealth Solutions
Pennsylvania
$320K
PWM
1307
Power Wealth Management
Georgia
$319K
JCM
1308
Janney Capital Management
Pennsylvania
$315K
FBT
1309
First Bank & Trust
South Dakota
$315K
PCA
1310
Pallas Capital Advisors
Massachusetts
$315K
SCP
1311
Sivia Capital Partners
California
$314K
CC
1312
Cadinha & Co
Hawaii
$313K
SS
1313
SBI Securities
Japan
$313K
CWA
1314
CM Wealth Advisors
Ohio
$311K
MHC
1315
Meyer Handelman Company
New York
$309K
CG
1316
Corundum Group
Colorado
$309K
MWM
1317
Meadowbrook Wealth Management
New York
$306K
MSFP
1318
Mark Sheptoff Financial Planning
Connecticut
$306K
CSPIA
1319
Cary Street Partners Investment Advisory
Virginia
$306K
MCC
1320
Malaga Cove Capital
California
$305K
OCBCO
1321
Oversea-Chinese Banking Corp (OCBC)
Singapore
$304K
VIP
1322
Vista Investment Partners
Oklahoma
$302K
CPA
1323
Capital Performance Advisors
California
$301K
FPAS
1324
Focus Partners Advisor Solutions
Missouri
$300K
CFFP
1325
Center for Financial Planning
Michigan
$298K