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
IWP
1551
IAG Wealth Partners
Wisconsin
$42.7K
GTAM
1552
Global Trust Asset Management
Florida
$42.2K
HCM
1553
Hollencrest Capital Management
California
$39.8K
WA
1554
Westfuller Advisors
New York
$36K
EB
1555
Eastern Bank
Massachusetts
$35.7K
SVWA
1556
Sarver Vrooman Wealth Advisors
Missouri
$35.5K
CWP
1557
Concord Wealth Partners
Virginia
$33.5K
NFSG
1558
Newbridge Financial Services Group
Florida
$33.5K
MAS
1559
MPWM Advisory Solutions
Georgia
$33.5K
1M
1560
1248 Management
Missouri
$32.9K
BIA
1561
Bell Investment Advisors
California
$32.4K
WA
1562
WPG Advisers
Maryland
$32.2K
MMG
1563
Monetary Management Group
Missouri
$32.2K
FFO
1564
Fortitude Family Office
Arizona
$32.1K
GSWM
1565
Golden State Wealth Management
California
$31.5K
MCA
1566
Midwest Capital Advisors
Michigan
$31.5K
CPG
1567
Cornerstone Planning Group
New Jersey
$30.8K
CGA
1568
Compound Global Advisors
Washington
$30.6K
ME
1569
McIlrath & Eck
Washington
$30K
MSWA
1570
Marshall & Sterling Wealth Advisors
New York
$29.9K
RWA
1571
Redmont Wealth Advisors
Illinois
$29.8K
TWD
1572
True Wealth Design
Ohio
$29.8K
OP
1573
ORG Partners
Indiana
$29.6K
RF
1574
Roxbury Financial
New Jersey
$29.4K
HNW
1575
High Note Wealth
Minnesota
$28.4K