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
BONH
1526
Bank of New Hampshire
New Hampshire
$88.3K
WSC
1527
Wellington Shields & Co
New York
$87.9K
VCM
1528
Versant Capital Management
Arizona
$77.4K
MCM
1529
MV Capital Management
Maryland
$75.2K
FP
1530
Financial Perspectives
Minnesota
$70.9K
AWM
1531
AllSquare Wealth Management
New York
$69.6K
NC
1532
North Capital
Utah
$68.7K
WTA
1533
Washington Trust Advisors
Massachusetts
$68.2K
AP
1534
Atwood & Palmer
Missouri
$64.5K
WIM
1535
Westside Investment Management
California
$62.1K
TFGT
1536
TS Financial Group (TSFG)
Illinois
$61K
PGAM
1537
Princeton Global Asset Management
New Jersey
$58.7K
AT
1538
Avalon Trust
New Mexico
$58.5K
EPIM
1539
Evelyn Partners Investment Management
$58K
FMP
1540
Financial Management Professionals
Texas
$57.2K
SGK
1541
Steigerwald Gordon & Koch
Virginia
$54.8K
CW
1542
Curio Wealth
Maryland
$53.6K
CBT
1543
Crews Bank & Trust
Florida
$52.7K
KB
1544
Kimelman & Baird
New York
$51.6K
GAG
1545
Goodman Advisory Group
Massachusetts
$50.9K
MG
1546
MilWealth Group
Wisconsin
$49.6K
DMBA
1547
Deseret Mutual Benefit Administrators
Utah
$49.1K
FNWA
1548
Financial Network Wealth Advisors
Utah
$48.3K
RA
1549
Rise Advisors
New York
$47.7K
HC
1550
Hoese & Co
Minnesota
$47.4K