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
SW
1451
SVB Wealth
Massachusetts
$203K
GIP
1452
Greatmark Investment Partners
Georgia
$203K
WB
1453
West Bancorporation
Iowa
$203K
OL
1454
OneFund LLC
Florida
$202K
CH
1455
Canton Hathaway
Rhode Island
$202K
PFM
1456
Patton Fund Management
Texas
$202K
IIC
1457
Integrated Investment Consultants
Michigan
$202K
MAM
1458
Marotta Asset Management
Virginia
$202K
LI
1459
Lafayette Investments
Maryland
$202K
DBG
1460
De Burlo Group
Massachusetts
$202K
Legacy Financial Group (Iowa)
1461
Legacy Financial Group (Iowa)
Iowa
$201K
SEIA
1462
Signature Estate & Investment Advisors
California
$201K
MAG
1463
M3 Advisory Group
Massachusetts
$201K
FFG
1464
Fortem Financial Group
California
$200K
BAM
1465
Bellevue Asset Management
Washington
$199K
NEWAS
1466
N.E.W. Advisory Services
Wisconsin
$197K
OSNBOA
1467
Old Second National Bank of Aurora
Illinois
$195K
OCM
1468
Osterweis Capital Management
California
$193K
RFP
1469
Root Financial Partners
California
$186K
PWAM
1470
Private Wealth Asset Management
Iowa
$185K
SBFM
1471
S-Bank Fund Management
Finland
$184K
CT
1472
Colonial Trust
South Carolina
$182K
CLOS
1473
Compagnie Lombard Odier SCmA
Switzerland
$178K
FPF
1474
First Pacific Financial
Washington
$176K
TPCW
1475
TD Private Client Wealth
New York
$174K