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
SCM
1851
Sandler Capital Management
New York
RSA
1852
River Street Advisors
Illinois
SWM
1853
SeaCrest Wealth Management
New York
AHC
1854
Adell Harriman & Carpenter
Texas
FMTC
1855
Farmers & Merchants Trust Company
California
DTL
1856
Dynamic Technology Lab
Singapore
BAM
1857
Berkshire Asset Management
Pennsylvania
VA
1858
Valmark Advisers
Ohio
RCP
1859
Rothschild Capital Partners
New York
SW
1860
SMART Wealth
Nebraska
AAMA
1861
Advanced Asset Management Advisors
Ohio
IAMOG
1862
Investors Asset Management of Georgia
Georgia
RIA
1863
Richwood Investment Advisors
Ohio
AWM
1864
Accurate Wealth Management
Florida
GA
1865
Goldstein Advisors
Wisconsin
1IA
1866
1834 Investment Advisors
Wisconsin
SAG
1867
SageView Advisory Group
California
KCM
1868
Kathmere Capital Management
Pennsylvania
RT
1869
Rockland Trust
Massachusetts
CAAS
1870
Capital Asset Advisory Services
Michigan
CAG
1871
Csenge Advisory Group
Florida
AWA
1872
AGH Wealth Advisors
Kansas
JSSH
1873
J. Safra Sarasin Holding
CCA
1874
Cottonwood Capital Advisors
Utah
CAM
1875
Claret Asset Management
Quebec, Canada