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
DBG
1451
De Burlo Group
Massachusetts
$202K
SEIA
1452
Signature Estate & Investment Advisors
California
$201K
MAG
1453
M3 Advisory Group
Massachusetts
$201K
FFG
1454
Fortem Financial Group
California
$200K
BAM
1455
Bellevue Asset Management
Washington
$199K
NEWAS
1456
N.E.W. Advisory Services
Wisconsin
$197K
OSNBOA
1457
Old Second National Bank of Aurora
Illinois
$195K
OCM
1458
Osterweis Capital Management
California
$193K
RFP
1459
Root Financial Partners
California
$186K
PWAM
1460
Private Wealth Asset Management
Iowa
$185K
SBFM
1461
S-Bank Fund Management
Finland
$184K
CT
1462
Colonial Trust
South Carolina
$182K
CLOS
1463
Compagnie Lombard Odier SCmA
Switzerland
$178K
FPF
1464
First Pacific Financial
Washington
$176K
TPCW
1465
TD Private Client Wealth
New York
$174K
CSB
1466
City State Bank
Iowa
$173K
SIM
1467
Sentry Investment Management
Wisconsin
$171K
FFA
1468
Frazier Financial Advisors
Ohio
$171K
TC
1469
Trust Company
Kansas
$170K
TC
1470
Truvestments Capital
Florida
$169K
DFA
1471
DHJJ Financial Advisors
Illinois
$162K
CCAM
1472
Cascades Capital Asset Management
North Carolina
$161K
WSCM
1473
Wellington Shields Capital Management
New York
$155K
SNB
1474
Security National Bank
Nebraska
$155K
MG
1475
Mather Group
Illinois
$153K