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
BWL
1651
Bogart Wealth LLC
Virginia
$5.42K
GA
1652
Guerra Advisors
Florida
$5.42K
DPW
1653
DiNuzzo Private Wealth
Pennsylvania
$5.25K
HFS
1654
Horizon Financial Services
North Carolina
$5.16K
T
1655
Tidemark
California
$5.03K
CCM
1656
Cloud Capital Management
Washington
$5K
BHWM
1657
Beaird Harris Wealth Management
Texas
$4.77K
TF
1658
Tompkins Financial
New York
$4.51K
VWA
1659
Valued Wealth Advisors
Utah
$4.38K
PSFG
1660
Park Square Financial Group
Georgia
$4.26K
EWP
1661
Elevation Wealth Partners
California
$4.25K
BL
1662
BFSG LLC
California
$4K
CC
1663
Corsicana & Co
Texas
$4K
FW
1664
Fairway Wealth
Ohio
$3.87K
FUBT
1665
First United Bank & Trust
Maryland
$3.74K
TCA
1666
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1667
Matthew Hamilton Rosenberg
$3.35K
BHWM
1668
Bay Harbor Wealth Management
Maryland
$3.22K
GFWA
1669
Grey Fox Wealth Advisors
Delaware
$3.22K
TFM
1670
TFC Financial Management
Massachusetts
$3.1K
NMG
1671
New Millennium Group
Utah
$2.96K
SA
1672
Strategic Advocates
Utah
$2.96K
RWPA
1673
Richard W. Paul & Associates
Michigan
$2.58K
SRCM
1674
Signature Resources Capital Management
California
$2.06K
GEA
1675
Glen Eagle Advisors
New Jersey
$2.06K