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