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
OPA
1401
Old Port Advisors
Maine
$225K
SA
1402
Sonoma Allocations
California
$225K
CAM
1403
Concorde Asset Management
Michigan
$224K
PIWA
1404
Prevail Innovative Wealth Advisors
Kansas
$224K
IWA
1405
IVC Wealth Advisors
Pennsylvania
$224K
NHC
1406
Nicholas Hoffman & Company
Georgia
$222K
FPWM
1407
FSB Premier Wealth Management
Iowa
$222K
NPF
1408
Norris Perne & French
Michigan
$222K
CA
1409
Crewe Advisors
Utah
$220K
FMLI
1410
Fukoku Mutual Life Insurance
Japan
$220K
FHC
1411
First Heartland Consultants
Missouri
$220K
CNBT
1412
Canandaigua National Bank & Trust
New York
$219K
SNBOSCI
1413
Security National Bank of Sioux City Iowa
Iowa
$219K
RFO
1414
RiverGlades Family Offices
Florida
$219K
CAM
1415
Cidel Asset Management
Ontario, Canada
$219K
MAWA
1416
Moss Adams Wealth Advisors
Washington
$219K
TA
1417
TrueWealth Advisors
Alabama
$218K
BFPW
1418
BOK Financial Private Wealth
Colorado
$216K
TPWA
1419
TRUE Private Wealth Advisors
Oregon
$216K
PWG
1420
Portside Wealth Group
Utah
$216K
HTIM
1421
Harbour Trust & Investment Management
Indiana
$215K
CCWM
1422
Cassaday & Co Wealth Management
Virginia
$215K
ALC
1423
Alexander Labrunerie & Co
Missouri
$215K
IWM
1424
Iams Wealth Management
Nebraska
$215K
EM
1425
Excalibur Management
Massachusetts
$214K