FISV

Fiserv Inc

1,723 hedge funds and large institutions have $61.9B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 685 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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: $

27% less capital invested

Capital invested by funds: $84.3B → $61.9B (-$22.4B)

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
1,723
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
BL
1676
BFSG LLC
California
$4K
CC
1677
Corsicana & Co
Texas
$4K
FW
1678
Fairway Wealth
Ohio
$3.87K
FUBT
1679
First United Bank & Trust
Maryland
$3.74K
TCA
1680
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1681
Matthew Hamilton Rosenberg
$3.35K
BHWM
1682
Bay Harbor Wealth Management
Maryland
$3.22K
GFWA
1683
Grey Fox Wealth Advisors
Delaware
$3.22K
TFM
1684
TFC Financial Management
Massachusetts
$3.1K
NMG
1685
New Millennium Group
Utah
$2.96K
SA
1686
Strategic Advocates
Utah
$2.96K
RWPA
1687
Richard W. Paul & Associates
Michigan
$2.58K
SRCM
1688
Signature Resources Capital Management
California
$2.06K
GEA
1689
Glen Eagle Advisors
New Jersey
$2.06K
FC
1690
Financial Consulate
Maryland
$2.06K
VNA
1691
Valley National Advisers
Pennsylvania
$2K
PWA
1692
Principia Wealth Advisory
Texas
$1.93K
NL
1693
NVWM LLC
Pennsylvania
$1.93K
HWP
1694
Highline Wealth Partners
California
$1.8K
TPBG
1695
Turning Point Benefit Group
Maryland
$1.76K
ACA
1696
American Capital Advisory
Idaho
$1.68K
JFG
1697
JDM Financial Group
Texas
$1.68K
STB
1698
S&T Bank
Pennsylvania
$1.68K
WA
1699
WestEnd Advisors
North Carolina
$1.55K
DI
1700
DAGCO Inc
Ohio
$1.55K