FISV

Fiserv Inc

1,714 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, 645 increasing their positions, 679 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: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,714
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
PWM
1301
Power Wealth Management
Georgia
$319K
JCM
1302
Janney Capital Management
Pennsylvania
$315K
FBT
1303
First Bank & Trust
South Dakota
$315K
PCA
1304
Pallas Capital Advisors
Massachusetts
$315K
SCP
1305
Sivia Capital Partners
California
$314K
CC
1306
Cadinha & Co
Hawaii
$313K
SS
1307
SBI Securities
Japan
$313K
CWA
1308
CM Wealth Advisors
Ohio
$311K
CG
1309
Corundum Group
Colorado
$309K
MHC
1310
Meyer Handelman Company
New York
$309K
MWM
1311
Meadowbrook Wealth Management
New York
$306K
MSFP
1312
Mark Sheptoff Financial Planning
Connecticut
$306K
CSPIA
1313
Cary Street Partners Investment Advisory
Virginia
$306K
MCC
1314
Malaga Cove Capital
California
$305K
OCBCO
1315
Oversea-Chinese Banking Corp (OCBC)
Singapore
$304K
VIP
1316
Vista Investment Partners
Oklahoma
$302K
CPA
1317
Capital Performance Advisors
California
$301K
FPAS
1318
Focus Partners Advisor Solutions
Missouri
$300K
CFFP
1319
Center for Financial Planning
Michigan
$298K
CWS
1320
Cypress Wealth Services
California
$297K
WF
1321
WoodTrust Financial
Wisconsin
$297K
MSS
1322
Mitchell Sinkler & Starr
Pennsylvania
$296K
G
1323
GenTrust
Florida
$296K
DWP
1324
Daymark Wealth Partners
Ohio
$295K
RPWA
1325
Regent Peak Wealth Advisors
Georgia
$294K