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
APW
1351
Aventura Private Wealth
Florida
$269K
IWM
1352
IHT Wealth Management
Illinois
$269K
TA
1353
TLS Advisors
Florida
$267K
BFO
1354
Biltmore Family Office
North Carolina
$266K
CPIA
1355
Cornell Pochily Investment Advisors
New York
$264K
PVM
1356
Palogic Value Management
Texas
$264K
ICP
1357
Impact Capital Partners
Colorado
$264K
FWIA
1358
Fort Washington Investment Advisors
Ohio
$263K
SRL
1359
Scientech Research LLC
New Jersey
$262K
KWMG
1360
King Wealth Management Group
Florida
$261K
SB
1361
Strategic Blueprint
Georgia
$261K
WPW
1362
Waldron Private Wealth
Pennsylvania
$261K
PI
1363
PineBridge Investments
New York
$260K
RWB
1364
RMR Wealth Builders
New Jersey
$258K
CM
1365
Castleark Management
Illinois
$258K
ICCON
1366
Investment Counsel Company of Nevada
Nevada
$258K
LIA
1367
Limestone Investment Advisors
New York
$258K
HPBT
1368
Hickory Point Bank & Trust
Illinois
$258K
VFPW
1369
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
KFSC
1370
Keystone Financial Services (Colorado)
Colorado
$255K
MT
1371
Midwest Trust
Kansas
$252K
SAM
1372
Seelaus Asset Management
New Jersey
$252K
CGL
1373
Clarius Group LLC
Washington
$251K
ISL
1374
Ingalls & Snyder LLC
New York
$251K
MWM
1375
Meridian Wealth Management
Kentucky
$251K