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
TA
1351
TLS Advisors
Florida
$267K
BFO
1352
Biltmore Family Office
North Carolina
$266K
CPIA
1353
Cornell Pochily Investment Advisors
New York
$264K
PVM
1354
Palogic Value Management
Texas
$264K
ICP
1355
Impact Capital Partners
Colorado
$264K
FWIA
1356
Fort Washington Investment Advisors
Ohio
$263K
SRL
1357
Scientech Research LLC
New Jersey
$262K
KWMG
1358
King Wealth Management Group
Florida
$261K
SB
1359
Strategic Blueprint
Georgia
$261K
WPW
1360
Waldron Private Wealth
Pennsylvania
$261K
PI
1361
PineBridge Investments
New York
$260K
RWB
1362
RMR Wealth Builders
New Jersey
$258K
CM
1363
Castleark Management
Illinois
$258K
ICCON
1364
Investment Counsel Company of Nevada
Nevada
$258K
LIA
1365
Limestone Investment Advisors
New York
$258K
HPBT
1366
Hickory Point Bank & Trust
Illinois
$258K
VFPW
1367
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
KFSC
1368
Keystone Financial Services (Colorado)
Colorado
$255K
MT
1369
Midwest Trust
Kansas
$252K
SAM
1370
Seelaus Asset Management
New Jersey
$252K
CGL
1371
Clarius Group LLC
Washington
$251K
ISL
1372
Ingalls & Snyder LLC
New York
$251K
MWM
1373
Meridian Wealth Management
Kentucky
$251K
WMA
1374
Wealth Management Associates
New Jersey
$250K
PWP
1375
Phillips Wealth Planners
Mississippi
$250K