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
SL
1526
Salomon & Ludwin
Virginia
$88.5K
BONH
1527
Bank of New Hampshire
New Hampshire
$88.3K
WSC
1528
Wellington Shields & Co
New York
$87.9K
VCM
1529
Versant Capital Management
Arizona
$77.4K
MCM
1530
MV Capital Management
Maryland
$75.2K
FP
1531
Financial Perspectives
Minnesota
$70.9K
AWM
1532
AllSquare Wealth Management
New York
$69.6K
NC
1533
North Capital
Utah
$68.7K
WTA
1534
Washington Trust Advisors
Massachusetts
$68.2K
AP
1535
Atwood & Palmer
Missouri
$64.5K
WIM
1536
Westside Investment Management
California
$62.1K
TFGT
1537
TS Financial Group (TSFG)
Illinois
$61K
PGAM
1538
Princeton Global Asset Management
New Jersey
$58.7K
AT
1539
Avalon Trust
New Mexico
$58.5K
EPIM
1540
Evelyn Partners Investment Management
$58K
FMP
1541
Financial Management Professionals
Texas
$57.2K
SGK
1542
Steigerwald Gordon & Koch
Virginia
$54.8K
CW
1543
Curio Wealth
Maryland
$53.6K
CBT
1544
Crews Bank & Trust
Florida
$52.7K
KB
1545
Kimelman & Baird
New York
$51.6K
GAG
1546
Goodman Advisory Group
Massachusetts
$50.9K
MG
1547
MilWealth Group
Wisconsin
$49.6K
DMBA
1548
Deseret Mutual Benefit Administrators
Utah
$49.1K
FNWA
1549
Financial Network Wealth Advisors
Utah
$48.3K
RA
1550
Rise Advisors
New York
$47.7K