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
PSFG
1676
Park Square Financial Group
Georgia
$4.26K
EWP
1677
Elevation Wealth Partners
California
$4.25K
BL
1678
BFSG LLC
California
$4K
CC
1679
Corsicana & Co
Texas
$4K
FW
1680
Fairway Wealth
Ohio
$3.87K
FUBT
1681
First United Bank & Trust
Maryland
$3.74K
TCA
1682
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1683
Matthew Hamilton Rosenberg
$3.35K
BHWM
1684
Bay Harbor Wealth Management
Maryland
$3.22K
GFWA
1685
Grey Fox Wealth Advisors
Delaware
$3.22K
TFM
1686
TFC Financial Management
Massachusetts
$3.1K
NMG
1687
New Millennium Group
Utah
$2.96K
SA
1688
Strategic Advocates
Utah
$2.96K
RWPA
1689
Richard W. Paul & Associates
Michigan
$2.58K
GEA
1690
Glen Eagle Advisors
New Jersey
$2.06K
SRCM
1691
Signature Resources Capital Management
California
$2.06K
FC
1692
Financial Consulate
Maryland
$2.06K
VNA
1693
Valley National Advisers
Pennsylvania
$2K
PWA
1694
Principia Wealth Advisory
Texas
$1.93K
NL
1695
NVWM LLC
Pennsylvania
$1.93K
HWP
1696
Highline Wealth Partners
California
$1.8K
TPBG
1697
Turning Point Benefit Group
Maryland
$1.76K
ACA
1698
American Capital Advisory
Idaho
$1.68K
JFG
1699
JDM Financial Group
Texas
$1.68K
STB
1700
S&T Bank
Pennsylvania
$1.68K