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
HIP
1376
HUB Investment Partners
Texas
$248K
3IP
1377
3Chopt Investment Partners
Virginia
$247K
LCM
1378
Lazari Capital Management
California
$247K
GFP
1379
Gryphon Financial Partners
Ohio
$247K
WAP
1380
Wealthcare Advisory Partners
Pennsylvania
$246K
NAM
1381
NTV Asset Management
West Virginia
$246K
HP
1382
Highlander Partners
Texas
$245K
WA
1383
Wealth Alliance
New York
$245K
RFA
1384
ROI Financial Advisors
Oregon
$241K
HBT
1385
Heartland Bank & Trust
Illinois
$238K
MAM
1386
Mainsail Asset Management
Alabama
$237K
OWA
1387
Opal Wealth Advisors
New York
$237K
CCG
1388
Cypress Capital Group
Florida
$235K
OFG
1389
Oxford Financial Group
Indiana
$235K
DW30
1390
Drucker Wealth 3.0
New Jersey
$234K
TPI
1391
Trust Point Inc
Wisconsin
$233K
CH
1392
Cromwell Holdings
Wyoming
$233K
GA
1393
Greenspring Advisors
Maryland
$232K
CFP
1394
Cascade Financial Partners
California
$229K
FG
1395
Fiduciary Group
Georgia
$228K
JCM
1396
Jacobsen Capital Management
Utah
$228K
TCOT
1397
Trust Company of Toledo
Ohio
$227K
AIM
1398
Advyzon Investment Management
Illinois
$226K
OPA
1399
Old Port Advisors
Maine
$225K
SA
1400
Sonoma Allocations
California
$225K