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
MAM
1826
Martingale Asset Management
Massachusetts
OFS
1827
OneAscent Financial Services
Alabama
EFSCE
1828
Enterprise Financial Services Corp (EFSC)
Missouri
KIA
1829
KCM Investment Advisors
California
GCM
1830
Gallacher Capital Management
Colorado
HHRDM
1831
H&H Retirement Design & Management
Nevada
LAS
1832
Lloyd Advisory Services
Georgia
IC
1833
Iconiq Capital
California
DP
1834
Dearborn Partners
Illinois
CAU
1835
Caxton Associates (UK)
LPAM
1836
Lodestar Private Asset Management
California
SI
1837
Seeds Investor
New York
BIG
1838
Brookwood Investment Group
Arizona
ARC
1839
Advisor Resource Council
Texas
KFS
1840
Kaizen Financial Strategies
California
SCM
1841
Sandler Capital Management
New York
RSA
1842
River Street Advisors
Illinois
SWM
1843
SeaCrest Wealth Management
New York
AHC
1844
Adell Harriman & Carpenter
Texas
FMTC
1845
Farmers & Merchants Trust Company
California
DTL
1846
Dynamic Technology Lab
Singapore
BAM
1847
Berkshire Asset Management
Pennsylvania
VA
1848
Valmark Advisers
Ohio
RCP
1849
Rothschild Capital Partners
New York
SW
1850
SMART Wealth
Nebraska