FISV

Fiserv Inc

1,719 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, 646 increasing their positions, 684 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
1,719
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
DTL
1851
Dynamic Technology Lab
Singapore
BAM
1852
Berkshire Asset Management
Pennsylvania
VA
1853
Valmark Advisers
Ohio
RCP
1854
Rothschild Capital Partners
New York
SW
1855
SMART Wealth
Nebraska
AAMA
1856
Advanced Asset Management Advisors
Ohio
IAMOG
1857
Investors Asset Management of Georgia
Georgia
RIA
1858
Richwood Investment Advisors
Ohio
AWM
1859
Accurate Wealth Management
Florida
GA
1860
Goldstein Advisors
Wisconsin
SAG
1861
SageView Advisory Group
California
1IA
1862
1834 Investment Advisors
Wisconsin
KCM
1863
Kathmere Capital Management
Pennsylvania
RT
1864
Rockland Trust
Massachusetts
CAAS
1865
Capital Asset Advisory Services
Michigan
CAG
1866
Csenge Advisory Group
Florida
AWA
1867
AGH Wealth Advisors
Kansas
CCA
1868
Cottonwood Capital Advisors
Utah
JSSH
1869
J. Safra Sarasin Holding
CAM
1870
Claret Asset Management
Quebec, Canada
ACM
1871
Alethea Capital Management
Washington
SSWM
1872
Sheets Smith Wealth Management
North Carolina
UWM
1873
USAdvisors Wealth Management
Minnesota
RA
1874
RFG Advisory
Alabama
RZH
1875
Relyea Zuckerberg Hanson
Connecticut