FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
VFPW
1376
Vantage Financial Partners (Wisconsin)
Wisconsin
$257K
KFSC
1377
Keystone Financial Services (Colorado)
Colorado
$255K
MT
1378
Midwest Trust
Kansas
$252K
SAM
1379
Seelaus Asset Management
New Jersey
$252K
CGL
1380
Clarius Group LLC
Washington
$251K
ISL
1381
Ingalls & Snyder LLC
New York
$251K
MWM
1382
Meridian Wealth Management
Kentucky
$251K
WMA
1383
Wealth Management Associates
New Jersey
$250K
PWP
1384
Phillips Wealth Planners
Mississippi
$250K
HIP
1385
HUB Investment Partners
Texas
$248K
3IP
1386
3Chopt Investment Partners
Virginia
$247K
LCM
1387
Lazari Capital Management
California
$247K
GFP
1388
Gryphon Financial Partners
Ohio
$247K
WAP
1389
Wealthcare Advisory Partners
Pennsylvania
$246K
NAM
1390
NTV Asset Management
West Virginia
$246K
HP
1391
Highlander Partners
Texas
$245K
WA
1392
Wealth Alliance
New York
$245K
RFA
1393
ROI Financial Advisors
Oregon
$241K
HBT
1394
Heartland Bank & Trust
Illinois
$238K
MAM
1395
Mainsail Asset Management
Alabama
$237K
OWA
1396
Opal Wealth Advisors
New York
$237K
CCG
1397
Cypress Capital Group
Florida
$235K
OFG
1398
Oxford Financial Group
Indiana
$235K
DW30
1399
Drucker Wealth 3.0
New Jersey
$234K
TPI
1400
Trust Point Inc
Wisconsin
$233K