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