FISV

Fiserv Inc

1,713 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
1,713
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
AP
1526
Atwood & Palmer
Missouri
$64.5K
WIM
1527
Westside Investment Management
California
$62.1K
TFGT
1528
TS Financial Group (TSFG)
Illinois
$61K
PGAM
1529
Princeton Global Asset Management
New Jersey
$58.7K
AT
1530
Avalon Trust
New Mexico
$58.5K
EPIM
1531
Evelyn Partners Investment Management
$58K
FMP
1532
Financial Management Professionals
Texas
$57.2K
SGK
1533
Steigerwald Gordon & Koch
Virginia
$54.8K
CW
1534
Curio Wealth
Maryland
$53.6K
CBT
1535
Crews Bank & Trust
Florida
$52.7K
KB
1536
Kimelman & Baird
New York
$51.6K
GAG
1537
Goodman Advisory Group
Massachusetts
$50.9K
MG
1538
MilWealth Group
Wisconsin
$49.6K
DMBA
1539
Deseret Mutual Benefit Administrators
Utah
$49.1K
FNWA
1540
Financial Network Wealth Advisors
Utah
$48.3K
RA
1541
Rise Advisors
New York
$47.7K
HC
1542
Hoese & Co
Minnesota
$47.4K
PSB
1543
Piscataqua Savings Bank
New Hampshire
$45.8K
SIC
1544
SJS Investment Consulting
Ohio
$45.5K
VT
1545
Volterra Technologies
New York
$45.4K
JWM
1546
JPL Wealth Management
Colorado
$45.1K
GKIM
1547
GW&K Investment Management
Massachusetts
$44K
C
1548
Covestor
United Kingdom
$44K
DCM
1549
Davis Capital Management
Florida
$43.2K
CAL
1550
Capital Advisors Ltd
Ohio
$43K