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
FWCM
1776
Ferguson Wellman Capital Management
Oregon
RIM
1777
Redwood Investment Management
Arizona
MWM
1778
MorganRosel Wealth Management
Colorado
LWL
1779
Leo Wealth LLC
Texas
RB
1780
Renasant Bank
Mississippi
SCP
1781
Sender Company & Partners
New York
CUAMC
1782
China Universal Asset Management Company
China
FAIM
1783
Financial Advocates Investment Management
Washington
CBUSF
1784
Construction & Building Unions Superannuation Fund
Australia
DA
1785
Drake & Associates
Wisconsin
I
1786
InceptionR
California
FIM
1787
Freedom Investment Management
Connecticut
NICM
1788
Neo Ivy Capital Management
New York
TCPG
1789
Trivant Custom Portfolio Group
California
GWP
1790
Gen-Wealth Partners
Michigan
NERM
1791
New England Research & Management
Illinois
AIM
1792
Achmea Investment Management
Netherlands
HCM
1793
Hilton Capital Management
New York
ACM
1794
Aster Capital Management
United Arab Emirates
SIG
1795
Sargent Investment Group
Maryland
CC
1796
Copperleaf Capital
North Carolina
Balyasny Asset Management
1797
Balyasny Asset Management
Illinois
MS
1798
Maven Securities
Jersey
IFU
1799
iSAM Funds (UK)
United Kingdom
WFC
1800
Western Financial Corp
California