FISV

Fiserv Inc

1,708 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 644 increasing their positions, 677 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: 166 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,708
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
AT
1526
Avalon Trust
New Mexico
$58.5K
EPIM
1527
Evelyn Partners Investment Management
$58K
FMP
1528
Financial Management Professionals
Texas
$57.2K
SGK
1529
Steigerwald Gordon & Koch
Virginia
$54.8K
CW
1530
Curio Wealth
Maryland
$53.6K
CBT
1531
Crews Bank & Trust
Florida
$52.7K
KB
1532
Kimelman & Baird
New York
$51.6K
GAG
1533
Goodman Advisory Group
Massachusetts
$50.9K
MG
1534
MilWealth Group
Wisconsin
$49.6K
DMBA
1535
Deseret Mutual Benefit Administrators
Utah
$49.1K
FNWA
1536
Financial Network Wealth Advisors
Utah
$48.3K
RA
1537
Rise Advisors
New York
$47.7K
HC
1538
Hoese & Co
Minnesota
$47.4K
PSB
1539
Piscataqua Savings Bank
New Hampshire
$45.8K
SIC
1540
SJS Investment Consulting
Ohio
$45.5K
VT
1541
Volterra Technologies
New York
$45.4K
JWM
1542
JPL Wealth Management
Colorado
$45.1K
GKIM
1543
GW&K Investment Management
Massachusetts
$44K
C
1544
Covestor
United Kingdom
$44K
DCM
1545
Davis Capital Management
Florida
$43.2K
CAL
1546
Capital Advisors Ltd
Ohio
$43K
IWP
1547
IAG Wealth Partners
Wisconsin
$42.7K
GTAM
1548
Global Trust Asset Management
Florida
$42.2K
HCM
1549
Hollencrest Capital Management
California
$39.8K
WA
1550
Westfuller Advisors
New York
$36K