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
PTC
1476
Private Trust Company
Ohio
$150K
JFA
1477
JNBA Financial Advisors
Minnesota
$144K
CA
1478
CoreCap Advisors
Michigan
$143K
CCA
1479
Catalyst Capital Advisors
New York
$138K
CJ
1480
Caitlin John
Michigan
$136K
RCM
1481
Raleigh Capital Management
North Carolina
$134K
LI
1482
LRI Investments
Florida
$131K
MR
1483
Munich Reinsurance
$130K
HWM
1484
Hemington Wealth Management
Virginia
$129K
WAM
1485
WFA Asset Management
Wisconsin
$128K
OC
1486
Oakworth Capital
Alabama
$127K
PWA
1487
Physician Wealth Advisors
Utah
$126K
HWA
1488
Heartwood Wealth Advisors
Virginia
$122K
VC
1489
Vestor Capital
Illinois
$121K
SSG
1490
Summit Securities Group
New York
$121K
Point72 Asset Management
1491
Point72 Asset Management
Connecticut
$116K
WPWM
1492
Western Pacific Wealth Management
Illinois
$113K
TLA
1493
Tanglewood Legacy Advisors
Texas
$112K
IWA
1494
Icon Wealth Advisors
Texas
$111K
SS
1495
Sunbelt Securities
Texas
$111K
GIA
1496
GHP Investment Advisors
Colorado
$110K
CAM
1497
Creekmur Asset Management
Illinois
$109K
EWM
1498
Evermay Wealth Management
Virginia
$109K
ANBT
1499
American National Bank & Trust
Texas
$108K
CWM
1500
Crowley Wealth Management
Delaware
$108K