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
Point72 Asset Management
1501
Point72 Asset Management
Connecticut
$116K
WPWM
1502
Western Pacific Wealth Management
Illinois
$113K
TLA
1503
Tanglewood Legacy Advisors
Texas
$112K
IWA
1504
Icon Wealth Advisors
Texas
$111K
SS
1505
Sunbelt Securities
Texas
$111K
GIA
1506
GHP Investment Advisors
Colorado
$110K
CAM
1507
Creekmur Asset Management
Illinois
$109K
EWM
1508
Evermay Wealth Management
Virginia
$109K
ANBT
1509
American National Bank & Trust
Texas
$108K
CWM
1510
Crowley Wealth Management
Delaware
$108K
GSIAS
1511
Garden State Investment Advisory Services
New Jersey
$104K
HFS
1512
Hopwood Financial Services
Virginia
$103K
RBC
1513
Roble Belko & Company
Pennsylvania
$103K
Cohen & Steers
1514
Cohen & Steers
New York
$103K
RCM
1515
Richardson Capital Management
Wisconsin
$101K
EPW
1516
Evergreen Private Wealth
Colorado
$99.4K
PMFA
1517
Plante Moran Financial Advisors
Michigan
$96.7K
AA
1518
Ancora Advisors
Ohio
$95.4K
GBT
1519
Grove Bank & Trust
Florida
$94.6K
TFA
1520
Transamerica Financial Advisors
Florida
$92.5K
FPB
1521
First PREMIER Bank
South Dakota
$91K
CWIG
1522
Chung Wu Investment Group
Texas
$90.3K
MNA
1523
Manning & Napier Advisors
New York
$89.7K
TFIPS
1524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89K
SL
1525
Salomon & Ludwin
Virginia
$88.5K