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
1IA
1851
1834 Investment Advisors
Wisconsin
SAG
1852
SageView Advisory Group
California
KCM
1853
Kathmere Capital Management
Pennsylvania
RT
1854
Rockland Trust
Massachusetts
CAAS
1855
Capital Asset Advisory Services
Michigan
CAG
1856
Csenge Advisory Group
Florida
AWA
1857
AGH Wealth Advisors
Kansas
JSSH
1858
J. Safra Sarasin Holding
CCA
1859
Cottonwood Capital Advisors
Utah
CAM
1860
Claret Asset Management
Quebec, Canada
ACM
1861
Alethea Capital Management
Washington
SSWM
1862
Sheets Smith Wealth Management
North Carolina
UWM
1863
USAdvisors Wealth Management
Minnesota
RA
1864
RFG Advisory
Alabama
RZH
1865
Relyea Zuckerberg Hanson
Connecticut
IP
1866
Isthmus Partners
Wisconsin
OPWM
1867
Oregon Pacific Wealth Management
Oregon
BFAG
1868
Blackston Financial Advisory Group
Florida
OHWP
1869
Oak Harbor Wealth Partners
North Carolina
EA
1870
Ergawealth Advisors
Illinois
MFWP
1871
Mosaic Family Wealth Partners
Missouri
SWA
1872
Strategies Wealth Advisors
Michigan
CP
1873
Castleview Partners
Texas
SWM
1874
Seed Wealth Management
Illinois
IA
1875
IAM Advisory
Pennsylvania