FISV

Fiserv Inc

1,719 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, 646 increasing their positions, 684 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
1,719
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
TCA
1676
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1677
Matthew Hamilton Rosenberg
$3.35K
BHWM
1678
Bay Harbor Wealth Management
Maryland
$3.22K
GFWA
1679
Grey Fox Wealth Advisors
Delaware
$3.22K
TFM
1680
TFC Financial Management
Massachusetts
$3.1K
NMG
1681
New Millennium Group
Utah
$2.96K
SA
1682
Strategic Advocates
Utah
$2.96K
RWPA
1683
Richard W. Paul & Associates
Michigan
$2.58K
SRCM
1684
Signature Resources Capital Management
California
$2.06K
GEA
1685
Glen Eagle Advisors
New Jersey
$2.06K
FC
1686
Financial Consulate
Maryland
$2.06K
VNA
1687
Valley National Advisers
Pennsylvania
$2K
PWA
1688
Principia Wealth Advisory
Texas
$1.93K
NL
1689
NVWM LLC
Pennsylvania
$1.93K
HWP
1690
Highline Wealth Partners
California
$1.8K
TPBG
1691
Turning Point Benefit Group
Maryland
$1.76K
ACA
1692
American Capital Advisory
Idaho
$1.68K
JFG
1693
JDM Financial Group
Texas
$1.68K
STB
1694
S&T Bank
Pennsylvania
$1.68K
WA
1695
WestEnd Advisors
North Carolina
$1.55K
DI
1696
DAGCO Inc
Ohio
$1.55K
TCB
1697
Texas Capital Bancshares
Texas
$1.55K
PS
1698
PayPay Securities
Japan
$1.53K
SAM
1699
Strive Asset Management
Ohio
$1.42K
CSC
1700
Caldwell Sutter Capital
California
$1.29K