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
CGA
1576
Compound Global Advisors
Washington
$30.6K
ME
1577
McIlrath & Eck
Washington
$30K
MSWA
1578
Marshall & Sterling Wealth Advisors
New York
$29.9K
RWA
1579
Redmont Wealth Advisors
Illinois
$29.8K
TWD
1580
True Wealth Design
Ohio
$29.8K
OP
1581
ORG Partners
Indiana
$29.6K
RF
1582
Roxbury Financial
New Jersey
$29.4K
KSB
1583
Kennebec Savings Bank
Maine
$28.4K
HNW
1584
High Note Wealth
Minnesota
$28.4K
SIS
1585
Sound Income Strategies
Florida
$28.1K
CYG
1586
Clean Yield Group
Vermont
$27.6K
AAG
1587
Armstrong Advisory Group
Massachusetts
$27.3K
AIM
1588
Arcadia Investment Management
Michigan
$27.2K
GWS
1589
Greykasell Wealth Strategies
California
$27.2K
BC
1590
Broadwater Capital
Massachusetts
$25.8K
FDCP
1591
Foster Dykema Cabot & Partners
Massachusetts
$25.8K
SC
1592
Solstein Capital
California
$25.5K
CMA
1593
Cedar Mountain Advisors
Oregon
$25.3K
PWMG
1594
Private Wealth Management Group
New Jersey
$24.9K
SN
1595
Sittner & Nelson
Oregon
$24.8K
WAG
1596
Wiser Advisor Group
Arizona
$24.5K
MSWM
1597
Mowery & Schoenfeld Wealth Management
Illinois
$23.9K
AF
1598
Alerus Financial
North Dakota
$23.9K
PWMG
1599
Prestige Wealth Management Group
New Jersey
$23.5K
MSG
1600
Main Street Group
Virginia
$23.3K