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
KSB
1576
Kennebec Savings Bank
Maine
$28.4K
SIS
1577
Sound Income Strategies
Florida
$28.1K
CYG
1578
Clean Yield Group
Vermont
$27.6K
AAG
1579
Armstrong Advisory Group
Massachusetts
$27.3K
AIM
1580
Arcadia Investment Management
Michigan
$27.2K
GWS
1581
Greykasell Wealth Strategies
California
$27.2K
FDCP
1582
Foster Dykema Cabot & Partners
Massachusetts
$25.8K
BC
1583
Broadwater Capital
Massachusetts
$25.8K
SC
1584
Solstein Capital
California
$25.5K
CMA
1585
Cedar Mountain Advisors
Oregon
$25.3K
PWMG
1586
Private Wealth Management Group
New Jersey
$24.9K
SN
1587
Sittner & Nelson
Oregon
$24.8K
WAG
1588
Wiser Advisor Group
Arizona
$24.5K
MSWM
1589
Mowery & Schoenfeld Wealth Management
Illinois
$23.9K
AF
1590
Alerus Financial
North Dakota
$23.9K
PWMG
1591
Prestige Wealth Management Group
New Jersey
$23.5K
MSG
1592
Main Street Group
Virginia
$23.3K
PPA
1593
Painted Porch Advisors
California
$22.8K
WWM
1594
Wolff Wiese Magana
California
$22.6K
GCM
1595
Gables Capital Management
Florida
$22K
CIAM
1596
Caitong International Asset Management
Hong Kong
$21K
AW
1597
Avion Wealth
Texas
$21K
PB
1598
Pinnacle Bancorp
Nebraska
$20.9K
RFS
1599
Richardson Financial Services
Massachusetts
$20.5K
SC
1600
Steph & Co
Wisconsin
$20.2K