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