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
CWS
1326
Cypress Wealth Services
California
$297K
WF
1327
WoodTrust Financial
Wisconsin
$297K
MSS
1328
Mitchell Sinkler & Starr
Pennsylvania
$296K
G
1329
GenTrust
Florida
$296K
DWP
1330
Daymark Wealth Partners
Ohio
$295K
RPWA
1331
Regent Peak Wealth Advisors
Georgia
$294K
JTWM
1332
Jackson Thornton Wealth Management
Alabama
$293K
PFA
1333
Pure Financial Advisors
California
$293K
TNB
1334
Thomasville National Bank
Georgia
$291K
PBO
1335
Peoples Bank (Ohio)
Ohio
$290K
WWM
1336
Western Wealth Management
Colorado
$289K
FBC
1337
Fairfield, Bush & Co
Connecticut
$289K
GWANC
1338
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K
WCM
1339
WealthBridge Capital Management
Ohio
$287K
NW
1340
NewEdge Wealth
Pennsylvania
$287K
GS
1341
GTS Securities
New York
$286K
CCM
1342
Chiron Capital Management
Florida
$284K
CAS
1343
CTC Alternative Strategies
Illinois
$284K
QC
1344
Quent Capital
New York
$284K
CI Investments Inc
1345
CI Investments Inc
Ontario, Canada
$282K
BAM
1346
Belpointe Asset Management
Nevada
$281K
AF
1347
Arrow Financial
New York
$280K
BCG
1348
Breakwater Capital Group
New Jersey
$278K
PWS
1349
Peterson Wealth Services
Utah
$278K
CBB
1350
Citizens Business Bank
California
$278K