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
DLCIG
1751
D.L. Carlson Investment Group
New Hampshire
SWM
1752
Sendero Wealth Management
Texas
SCM
1753
Sone Capital Management
New York
CPC
1754
Consolidated Planning Corp
Georgia
GP
1755
Geneva Partners
Wisconsin
JCM
1756
Jag Capital Management
Missouri
AC
1757
Asio Capital
Kentucky
WCM
1758
Westend Capital Management
California
CC
1759
Centiva Capital
New York
PWM
1760
Palumbo Wealth Management
New York
MM
1761
Meridian Management
Arkansas
RFN
1762
RDA Financial Network
Iowa
AWCI
1763
Alpine Woods Capital Investors
New York
Twin Tree Management
1764
Twin Tree Management
Texas
SGI
1765
Summit Global Investments
Utah
WP
1766
WealthShield Partners
North Carolina
CCM
1767
Cinctive Capital Management
New York
WCA
1768
Westover Capital Advisors
Delaware
SC
1769
SummitTX Capital
Texas
ACS
1770
Archford Capital Strategies
Illinois
PFO
1771
PMC FIG Opportunities
Israel
IP
1772
Interval Partners
New York
AAP
1773
Ardsley Advisory Partners
Connecticut
WAS
1774
WESPAC Advisors SoCal
California
PCM
1775
Prana Capital Management
Connecticut