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
CA
1426
Claro Advisors
Massachusetts
$209K
TSS
1427
Two Sigma Securities
New York
$208K
PRP
1428
Peak Retirement Planning
Ohio
$207K
QFPS
1429
Quantum Financial Planning Services
Washington
$207K
LRIC
1430
Long Road Investment Counsel
Michigan
$207K
BONST
1431
Bank of Nova Scotia Trust
Ontario, Canada
$207K
VCM
1432
Vision Capital Management
Oregon
$207K
VAS
1433
Vestmark Advisory Solutions
Massachusetts
$207K
ATFA
1434
All Terrain Financial Advisors
Minnesota
$206K
CCFCSB
1435
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
NPT
1436
Nixon Peabody Trust
Massachusetts
$206K
LA
1437
Latitude Advisors
Florida
$205K
LC
1438
LCNB Corp
Ohio
$204K
BA
1439
Bridgewater Advisors
New York
$204K
XC
1440
XY Capital
Hong Kong
$204K
QL
1441
Quarry LP
New York
$204K
SW
1442
SVB Wealth
Massachusetts
$203K
GIP
1443
Greatmark Investment Partners
Georgia
$203K
WB
1444
West Bancorporation
Iowa
$203K
OL
1445
OneFund LLC
Florida
$202K
CH
1446
Canton Hathaway
Rhode Island
$202K
PFM
1447
Patton Fund Management
Texas
$202K
IIC
1448
Integrated Investment Consultants
Michigan
$202K
MAM
1449
Marotta Asset Management
Virginia
$202K
LI
1450
Lafayette Investments
Maryland
$202K