FISV

Fiserv Inc

1,708 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 644 increasing their positions, 677 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: 166 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,708
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
HHRDM
1826
H&H Retirement Design & Management
Nevada
LAS
1827
Lloyd Advisory Services
Georgia
IC
1828
Iconiq Capital
California
DP
1829
Dearborn Partners
Illinois
CAU
1830
Caxton Associates (UK)
LPAM
1831
Lodestar Private Asset Management
California
SI
1832
Seeds Investor
New York
BIG
1833
Brookwood Investment Group
Arizona
ARC
1834
Advisor Resource Council
Texas
KFS
1835
Kaizen Financial Strategies
California
SCM
1836
Sandler Capital Management
New York
RSA
1837
River Street Advisors
Illinois
SWM
1838
SeaCrest Wealth Management
New York
AHC
1839
Adell Harriman & Carpenter
Texas
FMTC
1840
Farmers & Merchants Trust Company
California
DTL
1841
Dynamic Technology Lab
Singapore
BAM
1842
Berkshire Asset Management
Pennsylvania
VA
1843
Valmark Advisers
Ohio
RCP
1844
Rothschild Capital Partners
New York
SW
1845
SMART Wealth
Nebraska
AAMA
1846
Advanced Asset Management Advisors
Ohio
IAMOG
1847
Investors Asset Management of Georgia
Georgia
RIA
1848
Richwood Investment Advisors
Ohio
AWM
1849
Accurate Wealth Management
Florida
GA
1850
Goldstein Advisors
Wisconsin