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
PWG
1426
Portside Wealth Group
Utah
$216K
HTIM
1427
Harbour Trust & Investment Management
Indiana
$215K
CCWM
1428
Cassaday & Co Wealth Management
Virginia
$215K
ALC
1429
Alexander Labrunerie & Co
Missouri
$215K
IWM
1430
Iams Wealth Management
Nebraska
$215K
EM
1431
Excalibur Management
Massachusetts
$214K
GFG
1432
Goldstone Financial Group
Illinois
$213K
NG
1433
Norden Group
Utah
$212K
2L
1434
25 LLC
Missouri
$210K
CA
1435
Claro Advisors
Massachusetts
$209K
TSS
1436
Two Sigma Securities
New York
$208K
PRP
1437
Peak Retirement Planning
Ohio
$207K
QFPS
1438
Quantum Financial Planning Services
Washington
$207K
LRIC
1439
Long Road Investment Counsel
Michigan
$207K
BONST
1440
Bank of Nova Scotia Trust
Ontario, Canada
$207K
VCM
1441
Vision Capital Management
Oregon
$207K
VAS
1442
Vestmark Advisory Solutions
Massachusetts
$207K
ATFA
1443
All Terrain Financial Advisors
Minnesota
$206K
CCFCSB
1444
Cape Cod Five Cents Savings Bank
Massachusetts
$206K
NPT
1445
Nixon Peabody Trust
Massachusetts
$206K
LA
1446
Latitude Advisors
Florida
$205K
LC
1447
LCNB Corp
Ohio
$204K
BA
1448
Bridgewater Advisors
New York
$204K
XC
1449
XY Capital
Hong Kong
$204K
QL
1450
Quarry LP
New York
$204K