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
CCAM
1476
Cascades Capital Asset Management
North Carolina
$161K
SNB
1477
Security National Bank
Nebraska
$155K
WSCM
1478
Wellington Shields Capital Management
New York
$155K
MG
1479
Mather Group
Illinois
$153K
PTC
1480
Private Trust Company
Ohio
$150K
JFA
1481
JNBA Financial Advisors
Minnesota
$144K
CA
1482
CoreCap Advisors
Michigan
$143K
CCA
1483
Catalyst Capital Advisors
New York
$138K
CJ
1484
Caitlin John
Michigan
$136K
RCM
1485
Raleigh Capital Management
North Carolina
$134K
LI
1486
LRI Investments
Florida
$131K
MR
1487
Munich Reinsurance
$130K
HWM
1488
Hemington Wealth Management
Virginia
$129K
WAM
1489
WFA Asset Management
Wisconsin
$128K
OC
1490
Oakworth Capital
Alabama
$127K
PWA
1491
Physician Wealth Advisors
Utah
$126K
HWA
1492
Heartwood Wealth Advisors
Virginia
$122K
VC
1493
Vestor Capital
Illinois
$121K
SSG
1494
Summit Securities Group
New York
$121K
Point72 Asset Management
1495
Point72 Asset Management
Connecticut
$116K
WPWM
1496
Western Pacific Wealth Management
Illinois
$113K
TLA
1497
Tanglewood Legacy Advisors
Texas
$112K
IWA
1498
Icon Wealth Advisors
Texas
$111K
SS
1499
Sunbelt Securities
Texas
$111K
GIA
1500
GHP Investment Advisors
Colorado
$110K