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
EB
1551
Eastern Bank
Massachusetts
$35.7K
SVWA
1552
Sarver Vrooman Wealth Advisors
Missouri
$35.5K
CWP
1553
Concord Wealth Partners
Virginia
$33.5K
NFSG
1554
Newbridge Financial Services Group
Florida
$33.5K
MAS
1555
MPWM Advisory Solutions
Georgia
$33.5K
1M
1556
1248 Management
Missouri
$32.9K
BIA
1557
Bell Investment Advisors
California
$32.4K
WA
1558
WPG Advisers
Maryland
$32.2K
MMG
1559
Monetary Management Group
Missouri
$32.2K
FFO
1560
Fortitude Family Office
Arizona
$32.1K
GSWM
1561
Golden State Wealth Management
California
$31.5K
MCA
1562
Midwest Capital Advisors
Michigan
$31.5K
CPG
1563
Cornerstone Planning Group
New Jersey
$30.8K
CGA
1564
Compound Global Advisors
Washington
$30.6K
ME
1565
McIlrath & Eck
Washington
$30K
MSWA
1566
Marshall & Sterling Wealth Advisors
New York
$29.9K
RWA
1567
Redmont Wealth Advisors
Illinois
$29.8K
TWD
1568
True Wealth Design
Ohio
$29.8K
OP
1569
ORG Partners
Indiana
$29.6K
RF
1570
Roxbury Financial
New Jersey
$29.4K
HNW
1571
High Note Wealth
Minnesota
$28.4K
KSB
1572
Kennebec Savings Bank
Maine
$28.4K
SIS
1573
Sound Income Strategies
Florida
$28.1K
CYG
1574
Clean Yield Group
Vermont
$27.6K
AAG
1575
Armstrong Advisory Group
Massachusetts
$27.3K