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
RA
1601
Rational Advisors
New York
$20K
HI
1602
Hoey Investments
Pennsylvania
$19.6K
CFS
1603
Compass Financial Services
Iowa
$19.3K
PE
1604
Point72 Europe
United Kingdom
$19.2K
BWAM
1605
Boyd Watterson Asset Management
Ohio
$19.2K
MA
1606
MCF Advisors
Kentucky
$17.5K
BGAI
1607
Bruce G. Allen Investments
Colorado
$17.4K
CB
1608
CNB Bank
Pennsylvania
$16.8K
LAM
1609
Lummis Asset Management
Texas
$16.5K
MAM
1610
Meeder Asset Management
Ohio
$16.4K
ADL
1611
Asset Dedication LLC
California
$16K
HHMI
1612
Howard Hughes Medical Institute
Maryland
$15.1K
DWM
1613
Dogwood Wealth Management
Kansas
$14.6K
HHGA
1614
Halbert Hargrove Global Advisors
California
$14.4K
MFT
1615
Moisand Fitzgerald Tamayo
Florida
$14.2K
TCM
1616
TD Capital Management
Tennessee
$14.1K
RWM
1617
Rialto Wealth Management
New York
$13.9K
AP
1618
Aspect Partners
Virginia
$13.7K
HC
1619
Hurley Capital
New York
$13.5K
AWM
1620
Abound Wealth Management
Tennessee
$13.1K
GGI
1621
Godsey & Gibb Inc
Virginia
$12.9K
1NWS
1622
1 North Wealth Services
Maryland
$12.9K
KFA
1623
Kelleher Financial Advisors
New York
$12.9K
SC
1624
Swan Capital
Florida
$12.9K
CFD
1625
Creative Financial Designs
Indiana
$12.4K