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
CWP
1801
Curated Wealth Partners
California
PAP
1802
Persistent Asset Partners
Hong Kong
MMEA
1803
Main Management ETF Advisors
California
CC
1804
Carlson Capital
Texas
PCP
1805
Proficio Capital Partners
Massachusetts
FFA
1806
Florida Financial Advisors
Florida
FLPIM
1807
F.L. Putnam Investment Management
Massachusetts
BI
1808
BlueSpruce Investments
Illinois
LCGC
1809
Legacy Capital Group California
California
SAM
1810
Strategy Asset Managers
California
DBRC
1811
D.B. Root & Company
Pennsylvania
LCM
1812
Laurion Capital Management
New York
AR
1813
Apeiron RIA
Texas
OTPPB
1814
Ontario Teachers' Pension Plan Board
Ontario, Canada
CP
1815
Clarendon Private
Massachusetts
BPWM
1816
BCS Private Wealth Management
New Jersey
BBP
1817
Banco BTG Pactual
Brazil
IAS
1818
Insigneo Advisory Services
Florida
HIP
1819
Harrell Investment Partners
Texas
KWA
1820
Kingswood Wealth Advisors
California
IGAM
1821
iA Global Asset Management
Quebec, Canada
CPRC
1822
Consolidated Portfolio Review Corp
New York
BCM
1823
Brown Capital Management
Maryland
AA
1824
Armis Advisers
Georgia
BWG
1825
Berry Wealth Group
Texas