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
SSG
1501
Summit Securities Group
New York
$121K
Point72 Asset Management
1502
Point72 Asset Management
Connecticut
$116K
WPWM
1503
Western Pacific Wealth Management
Illinois
$113K
TLA
1504
Tanglewood Legacy Advisors
Texas
$112K
IWA
1505
Icon Wealth Advisors
Texas
$111K
SS
1506
Sunbelt Securities
Texas
$111K
GIA
1507
GHP Investment Advisors
Colorado
$110K
CAM
1508
Creekmur Asset Management
Illinois
$109K
EWM
1509
Evermay Wealth Management
Virginia
$109K
ANBT
1510
American National Bank & Trust
Texas
$108K
CWM
1511
Crowley Wealth Management
Delaware
$108K
GSIAS
1512
Garden State Investment Advisory Services
New Jersey
$104K
HFS
1513
Hopwood Financial Services
Virginia
$103K
RBC
1514
Roble Belko & Company
Pennsylvania
$103K
Cohen & Steers
1515
Cohen & Steers
New York
$103K
RCM
1516
Richardson Capital Management
Wisconsin
$101K
EPW
1517
Evergreen Private Wealth
Colorado
$99.4K
PMFA
1518
Plante Moran Financial Advisors
Michigan
$96.7K
AA
1519
Ancora Advisors
Ohio
$95.4K
GBT
1520
Grove Bank & Trust
Florida
$94.6K
TFA
1521
Transamerica Financial Advisors
Florida
$92.5K
FPB
1522
First PREMIER Bank
South Dakota
$91K
CWIG
1523
Chung Wu Investment Group
Texas
$90.3K
MNA
1524
Manning & Napier Advisors
New York
$89.7K
TFIPS
1525
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89K