FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 reducing their positions, and 254 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)

34% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 254

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,725
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
TIM
1651
Tortoise Investment Management
New York
$8.9K
RTL
1652
Red Tortoise LLC
Georgia
$8.64K
NWM
1653
Nova Wealth Management
Florida
$8.38K
MAM
1654
Marquette Asset Management
Minnesota
$8.38K
IWM
1655
IMG Wealth Management
Florida
$7.22K
PFA
1656
Pathway Financial Advisers
Indiana
$6.83K
WWA
1657
Wealth Watch Advisors
Colorado
$6.83K
CWM
1658
Consultiva Wealth Management
Puerto Rico
$6.58K
YAL
1659
Your Advocates Ltd
Texas
$6.45K
DF
1660
Dunhill Financial
United Kingdom
$6.35K
BC
1661
Bayforest Capital
United Kingdom
$5.93K
BFS
1662
Bare Financial Services
Pennsylvania
$5.67K
PW
1663
Pandora Wealth
Illinois
$5.67K
TH
1664
TCTC Holdings
Texas
$5.67K
AWM
1665
Activest Wealth Management
Florida
$5.54K
RJA
1666
Ross\Johnson & Associates
Minnesota
$5.42K
BWL
1667
Bogart Wealth LLC
Virginia
$5.42K
GA
1668
Guerra Advisors
Florida
$5.42K
DPW
1669
DiNuzzo Private Wealth
Pennsylvania
$5.25K
HFS
1670
Horizon Financial Services
North Carolina
$5.16K
T
1671
Tidemark
California
$5.03K
CCM
1672
Cloud Capital Management
Washington
$5K
BHWM
1673
Beaird Harris Wealth Management
Texas
$4.77K
TF
1674
Tompkins Financial
New York
$4.51K
VWA
1675
Valued Wealth Advisors
Utah
$4.38K