FISV

Fiserv Inc

1,713 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, 645 increasing their positions, 679 reducing their positions, and 255 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)

35% less first-time investments, than exits

New positions opened: 167 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,713
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
DA
1776
Drake & Associates
Wisconsin
I
1777
InceptionR
California
FIM
1778
Freedom Investment Management
Connecticut
NICM
1779
Neo Ivy Capital Management
New York
TCPG
1780
Trivant Custom Portfolio Group
California
GWP
1781
Gen-Wealth Partners
Michigan
NERM
1782
New England Research & Management
Illinois
AIM
1783
Achmea Investment Management
Netherlands
HCM
1784
Hilton Capital Management
New York
ACM
1785
Aster Capital Management
United Arab Emirates
SIG
1786
Sargent Investment Group
Maryland
CC
1787
Copperleaf Capital
North Carolina
Balyasny Asset Management
1788
Balyasny Asset Management
Illinois
MS
1789
Maven Securities
Jersey
IFU
1790
iSAM Funds (UK)
United Kingdom
WFC
1791
Western Financial Corp
California
CWP
1792
Curated Wealth Partners
California
PAP
1793
Persistent Asset Partners
Hong Kong
MMEA
1794
Main Management ETF Advisors
California
CC
1795
Carlson Capital
Texas
PCP
1796
Proficio Capital Partners
Massachusetts
FFA
1797
Florida Financial Advisors
Florida
FLPIM
1798
F.L. Putnam Investment Management
Massachusetts
BI
1799
BlueSpruce Investments
Illinois
LCGC
1800
Legacy Capital Group California
California