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
CH
1401
Cromwell Holdings
Wyoming
$233K
GA
1402
Greenspring Advisors
Maryland
$232K
CFP
1403
Cascade Financial Partners
California
$229K
FG
1404
Fiduciary Group
Georgia
$228K
JCM
1405
Jacobsen Capital Management
Utah
$228K
TCOT
1406
Trust Company of Toledo
Ohio
$227K
AIM
1407
Advyzon Investment Management
Illinois
$226K
OPA
1408
Old Port Advisors
Maine
$225K
SA
1409
Sonoma Allocations
California
$225K
CAM
1410
Concorde Asset Management
Michigan
$224K
PIWA
1411
Prevail Innovative Wealth Advisors
Kansas
$224K
IWA
1412
IVC Wealth Advisors
Pennsylvania
$224K
NHC
1413
Nicholas Hoffman & Company
Georgia
$222K
FPWM
1414
FSB Premier Wealth Management
Iowa
$222K
NPF
1415
Norris Perne & French
Michigan
$222K
CA
1416
Crewe Advisors
Utah
$220K
FMLI
1417
Fukoku Mutual Life Insurance
Japan
$220K
FHC
1418
First Heartland Consultants
Missouri
$220K
CNBT
1419
Canandaigua National Bank & Trust
New York
$219K
SNBOSCI
1420
Security National Bank of Sioux City Iowa
Iowa
$219K
RFO
1421
RiverGlades Family Offices
Florida
$219K
CAM
1422
Cidel Asset Management
Ontario, Canada
$219K
MAWA
1423
Moss Adams Wealth Advisors
Washington
$219K
TA
1424
TrueWealth Advisors
Alabama
$218K
BFPW
1425
BOK Financial Private Wealth
Colorado
$216K