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
WMA
1376
Wealth Management Associates
New Jersey
$250K
PWP
1377
Phillips Wealth Planners
Mississippi
$250K
HIP
1378
HUB Investment Partners
Texas
$248K
3IP
1379
3Chopt Investment Partners
Virginia
$247K
LCM
1380
Lazari Capital Management
California
$247K
GFP
1381
Gryphon Financial Partners
Ohio
$247K
WAP
1382
Wealthcare Advisory Partners
Pennsylvania
$246K
NAM
1383
NTV Asset Management
West Virginia
$246K
HP
1384
Highlander Partners
Texas
$245K
WA
1385
Wealth Alliance
New York
$245K
RFA
1386
ROI Financial Advisors
Oregon
$241K
HBT
1387
Heartland Bank & Trust
Illinois
$238K
MAM
1388
Mainsail Asset Management
Alabama
$237K
OWA
1389
Opal Wealth Advisors
New York
$237K
CCG
1390
Cypress Capital Group
Florida
$235K
OFG
1391
Oxford Financial Group
Indiana
$235K
DW30
1392
Drucker Wealth 3.0
New Jersey
$234K
TPI
1393
Trust Point Inc
Wisconsin
$233K
CH
1394
Cromwell Holdings
Wyoming
$233K
GA
1395
Greenspring Advisors
Maryland
$232K
CFP
1396
Cascade Financial Partners
California
$229K
FG
1397
Fiduciary Group
Georgia
$228K
JCM
1398
Jacobsen Capital Management
Utah
$228K
TCOT
1399
Trust Company of Toledo
Ohio
$227K
AIM
1400
Advyzon Investment Management
Illinois
$226K