FISV

Fiserv Inc

1,723 hedge funds and large institutions have $61.9B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 685 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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: $

27% less capital invested

Capital invested by funds: $84.3B → $61.9B (-$22.4B)

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
1,723
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
SWM
1851
SeaCrest Wealth Management
New York
AHC
1852
Adell Harriman & Carpenter
Texas
FMTC
1853
Farmers & Merchants Trust Company
California
DTL
1854
Dynamic Technology Lab
Singapore
BAM
1855
Berkshire Asset Management
Pennsylvania
VA
1856
Valmark Advisers
Ohio
RCP
1857
Rothschild Capital Partners
New York
SW
1858
SMART Wealth
Nebraska
AAMA
1859
Advanced Asset Management Advisors
Ohio
IAMOG
1860
Investors Asset Management of Georgia
Georgia
RIA
1861
Richwood Investment Advisors
Ohio
AWM
1862
Accurate Wealth Management
Florida
GA
1863
Goldstein Advisors
Wisconsin
1IA
1864
1834 Investment Advisors
Wisconsin
SAG
1865
SageView Advisory Group
California
KCM
1866
Kathmere Capital Management
Pennsylvania
RT
1867
Rockland Trust
Massachusetts
CAAS
1868
Capital Asset Advisory Services
Michigan
CAG
1869
Csenge Advisory Group
Florida
AWA
1870
AGH Wealth Advisors
Kansas
JSSH
1871
J. Safra Sarasin Holding
CCA
1872
Cottonwood Capital Advisors
Utah
CAM
1873
Claret Asset Management
Quebec, Canada
ACM
1874
Alethea Capital Management
Washington
SSWM
1875
Sheets Smith Wealth Management
North Carolina