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
BC
1626
Barrett & Company
Rhode Island
$11.6K
W
1627
WealthCollab
Washington
$11.2K
CA
1628
Centerpoint Advisors
Massachusetts
$11K
CM
1629
Capula Management
Cayman Islands
$10.4K
HDIM
1630
Hanson & Doremus Investment Management
Vermont
$10K
OAJ
1631
Ogorek Anthony Joseph
New York
$10K
AT
1632
Arlington Trust
Alabama
$9.41K
FWM
1633
FSA Wealth Management
Massachusetts
$9.41K
S
1634
Sachetta
Massachusetts
$9.28K
TIM
1635
Tortoise Investment Management
New York
$8.9K
RTL
1636
Red Tortoise LLC
Georgia
$8.64K
NWM
1637
Nova Wealth Management
Florida
$8.38K
MAM
1638
Marquette Asset Management
Minnesota
$8.38K
IWM
1639
IMG Wealth Management
Florida
$7.22K
PFA
1640
Pathway Financial Advisers
Indiana
$6.83K
WWA
1641
Wealth Watch Advisors
Colorado
$6.83K
CWM
1642
Consultiva Wealth Management
Puerto Rico
$6.58K
YAL
1643
Your Advocates Ltd
Texas
$6.45K
DF
1644
Dunhill Financial
United Kingdom
$6.35K
BC
1645
Bayforest Capital
United Kingdom
$5.93K
BFS
1646
Bare Financial Services
Pennsylvania
$5.67K
PW
1647
Pandora Wealth
Illinois
$5.67K
TH
1648
TCTC Holdings
Texas
$5.67K
AWM
1649
Activest Wealth Management
Florida
$5.54K
RJA
1650
Ross\Johnson & Associates
Minnesota
$5.42K