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