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
KFSC
1376
Keystone Financial Services (Colorado)
Colorado
$255K
MT
1377
Midwest Trust
Kansas
$252K
SAM
1378
Seelaus Asset Management
New Jersey
$252K
CGL
1379
Clarius Group LLC
Washington
$251K
ISL
1380
Ingalls & Snyder LLC
New York
$251K
MWM
1381
Meridian Wealth Management
Kentucky
$251K
WMA
1382
Wealth Management Associates
New Jersey
$250K
PWP
1383
Phillips Wealth Planners
Mississippi
$250K
HIP
1384
HUB Investment Partners
Texas
$248K
3IP
1385
3Chopt Investment Partners
Virginia
$247K
LCM
1386
Lazari Capital Management
California
$247K
GFP
1387
Gryphon Financial Partners
Ohio
$247K
WAP
1388
Wealthcare Advisory Partners
Pennsylvania
$246K
NAM
1389
NTV Asset Management
West Virginia
$246K
HP
1390
Highlander Partners
Texas
$245K
WA
1391
Wealth Alliance
New York
$245K
RFA
1392
ROI Financial Advisors
Oregon
$241K
HBT
1393
Heartland Bank & Trust
Illinois
$238K
MAM
1394
Mainsail Asset Management
Alabama
$237K
OWA
1395
Opal Wealth Advisors
New York
$237K
CCG
1396
Cypress Capital Group
Florida
$235K
OFG
1397
Oxford Financial Group
Indiana
$235K
DW30
1398
Drucker Wealth 3.0
New Jersey
$234K
TPI
1399
Trust Point Inc
Wisconsin
$233K
CH
1400
Cromwell Holdings
Wyoming
$233K