FISV

Fiserv Inc

1,708 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, 677 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
1,708
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
PIWA
1401
Prevail Innovative Wealth Advisors
Kansas
$224K
IWA
1402
IVC Wealth Advisors
Pennsylvania
$224K
NHC
1403
Nicholas Hoffman & Company
Georgia
$222K
FPWM
1404
FSB Premier Wealth Management
Iowa
$222K
NPF
1405
Norris Perne & French
Michigan
$222K
CA
1406
Crewe Advisors
Utah
$220K
FMLI
1407
Fukoku Mutual Life Insurance
Japan
$220K
FHC
1408
First Heartland Consultants
Missouri
$220K
CNBT
1409
Canandaigua National Bank & Trust
New York
$219K
SNBOSCI
1410
Security National Bank of Sioux City Iowa
Iowa
$219K
RFO
1411
RiverGlades Family Offices
Florida
$219K
CAM
1412
Cidel Asset Management
Ontario, Canada
$219K
MAWA
1413
Moss Adams Wealth Advisors
Washington
$219K
TA
1414
TrueWealth Advisors
Alabama
$218K
BFPW
1415
BOK Financial Private Wealth
Colorado
$216K
TPWA
1416
TRUE Private Wealth Advisors
Oregon
$216K
PWG
1417
Portside Wealth Group
Utah
$216K
HTIM
1418
Harbour Trust & Investment Management
Indiana
$215K
CCWM
1419
Cassaday & Co Wealth Management
Virginia
$215K
ALC
1420
Alexander Labrunerie & Co
Missouri
$215K
IWM
1421
Iams Wealth Management
Nebraska
$215K
EM
1422
Excalibur Management
Massachusetts
$214K
GFG
1423
Goldstone Financial Group
Illinois
$213K
NG
1424
Norden Group
Utah
$212K
2L
1425
25 LLC
Missouri
$210K