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
CAM
1501
Creekmur Asset Management
Illinois
$109K
EWM
1502
Evermay Wealth Management
Virginia
$109K
ANBT
1503
American National Bank & Trust
Texas
$108K
CWM
1504
Crowley Wealth Management
Delaware
$108K
GSIAS
1505
Garden State Investment Advisory Services
New Jersey
$104K
HFS
1506
Hopwood Financial Services
Virginia
$103K
RBC
1507
Roble Belko & Company
Pennsylvania
$103K
Cohen & Steers
1508
Cohen & Steers
New York
$103K
RCM
1509
Richardson Capital Management
Wisconsin
$101K
EPW
1510
Evergreen Private Wealth
Colorado
$99.4K
PMFA
1511
Plante Moran Financial Advisors
Michigan
$96.7K
AA
1512
Ancora Advisors
Ohio
$95.4K
GBT
1513
Grove Bank & Trust
Florida
$94.6K
TFA
1514
Transamerica Financial Advisors
Florida
$92.5K
FPB
1515
First PREMIER Bank
South Dakota
$91K
CWIG
1516
Chung Wu Investment Group
Texas
$90.3K
MNA
1517
Manning & Napier Advisors
New York
$89.7K
TFIPS
1518
Towarzystwo Funduszy Inwestycyjnych PZU SA
$89K
SL
1519
Salomon & Ludwin
Virginia
$88.5K
BONH
1520
Bank of New Hampshire
New Hampshire
$88.3K
WSC
1521
Wellington Shields & Co
New York
$87.9K
VCM
1522
Versant Capital Management
Arizona
$77.4K
FP
1523
Financial Perspectives
Minnesota
$70.9K
AWM
1524
AllSquare Wealth Management
New York
$69.6K
NC
1525
North Capital
Utah
$68.7K