FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

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
1,725
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
TPCW
1476
TD Private Client Wealth
New York
$174K
CSB
1477
City State Bank
Iowa
$173K
SIM
1478
Sentry Investment Management
Wisconsin
$171K
FFA
1479
Frazier Financial Advisors
Ohio
$171K
TC
1480
Trust Company
Kansas
$170K
TC
1481
Truvestments Capital
Florida
$169K
DFA
1482
DHJJ Financial Advisors
Illinois
$162K
CCAM
1483
Cascades Capital Asset Management
North Carolina
$161K
SNB
1484
Security National Bank
Nebraska
$155K
WSCM
1485
Wellington Shields Capital Management
New York
$155K
MG
1486
Mather Group
Illinois
$153K
PTC
1487
Private Trust Company
Ohio
$150K
JFA
1488
JNBA Financial Advisors
Minnesota
$144K
CA
1489
CoreCap Advisors
Michigan
$143K
CCA
1490
Catalyst Capital Advisors
New York
$138K
CJ
1491
Caitlin John
Michigan
$136K
RCM
1492
Raleigh Capital Management
North Carolina
$134K
LI
1493
LRI Investments
Florida
$131K
MR
1494
Munich Reinsurance
$130K
HWM
1495
Hemington Wealth Management
Virginia
$129K
WAM
1496
WFA Asset Management
Wisconsin
$128K
OC
1497
Oakworth Capital
Alabama
$127K
PWA
1498
Physician Wealth Advisors
Utah
$126K
HWA
1499
Heartwood Wealth Advisors
Virginia
$122K
VC
1500
Vestor Capital
Illinois
$121K