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