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
JTWM
1326
Jackson Thornton Wealth Management
Alabama
$293K
PFA
1327
Pure Financial Advisors
California
$293K
TNB
1328
Thomasville National Bank
Georgia
$291K
PBO
1329
Peoples Bank (Ohio)
Ohio
$290K
WWM
1330
Western Wealth Management
Colorado
$289K
FBC
1331
Fairfield, Bush & Co
Connecticut
$289K
GWANC
1332
Guardian Wealth Advisors (North Carolina)
North Carolina
$288K
WCM
1333
WealthBridge Capital Management
Ohio
$287K
NW
1334
NewEdge Wealth
Pennsylvania
$287K
GS
1335
GTS Securities
New York
$286K
CCM
1336
Chiron Capital Management
Florida
$284K
CAS
1337
CTC Alternative Strategies
Illinois
$284K
QC
1338
Quent Capital
New York
$284K
CI Investments Inc
1339
CI Investments Inc
Ontario, Canada
$282K
BAM
1340
Belpointe Asset Management
Nevada
$281K
AF
1341
Arrow Financial
New York
$280K
BCG
1342
Breakwater Capital Group
New Jersey
$278K
PWS
1343
Peterson Wealth Services
Utah
$278K
CBB
1344
Citizens Business Bank
California
$278K
SIC
1345
Salem Investment Counselors
North Carolina
$278K
TFA
1346
Tranquilli Financial Advisor
New Jersey
$277K
RFW
1347
Rainier Family Wealth
Washington
$276K
FCG
1348
Fielder Capital Group
Tennessee
$272K
PPC
1349
Park Place Capital
Alabama
$272K
UCI
1350
Uncommon Cents Investing
Wisconsin
$271K