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
BWAM
1601
Boyd Watterson Asset Management
Ohio
$19.2K
MA
1602
MCF Advisors
Kentucky
$17.5K
BGAI
1603
Bruce G. Allen Investments
Colorado
$17.4K
CB
1604
CNB Bank
Pennsylvania
$16.8K
LAM
1605
Lummis Asset Management
Texas
$16.5K
MAM
1606
Meeder Asset Management
Ohio
$16.4K
ADL
1607
Asset Dedication LLC
California
$16K
HHMI
1608
Howard Hughes Medical Institute
Maryland
$15.1K
DWM
1609
Dogwood Wealth Management
Kansas
$14.6K
HHGA
1610
Halbert Hargrove Global Advisors
California
$14.4K
MFT
1611
Moisand Fitzgerald Tamayo
Florida
$14.2K
TCM
1612
TD Capital Management
Tennessee
$14.1K
RWM
1613
Rialto Wealth Management
New York
$13.9K
AP
1614
Aspect Partners
Virginia
$13.7K
HC
1615
Hurley Capital
New York
$13.5K
AWM
1616
Abound Wealth Management
Tennessee
$13.1K
1NWS
1617
1 North Wealth Services
Maryland
$12.9K
GGI
1618
Godsey & Gibb Inc
Virginia
$12.9K
KFA
1619
Kelleher Financial Advisors
New York
$12.9K
SC
1620
Swan Capital
Florida
$12.9K
CFD
1621
Creative Financial Designs
Indiana
$12.4K
PG
1622
Proffitt & Goodson
Tennessee
$12K
PA
1623
Pineridge Advisors
Missouri
$11.7K
PP
1624
PFS Partners
New Jersey
$11.6K
DAM
1625
Delta Asset Management
Tennessee
$11.6K