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
TWM
1876
Tradition Wealth Management
Minnesota
CCA
1877
Cobblestone Capital Advisors
New York
VCP
1878
Verus Capital Partners
Arizona
ESB
1879
Essex Savings Bank
Connecticut
WA1
1880
Wimmer Associates 1
California
AMM
1881
American Money Management
California
PWPS
1882
Pinnacle Wealth Planning Services
Ohio
CA
1883
Capital Advantage
California
EAM
1884
Empirical Asset Management
Massachusetts
FFA
1885
Fragasso Financial Advisors
Pennsylvania
BF
1886
bLong Financial
Tennessee
ML
1887
McAdam LLC
Pennsylvania
IIM
1888
Ipswich Investment Management
Massachusetts
KP
1889
Kitching Partners
Pennsylvania
PPW
1890
Presilium Private Wealth
Pennsylvania
LSA
1891
Lion Street Advisors
Texas
KOMWMG
1892
Kerntke Otto McGlone Wealth Management Group
Wisconsin
KSWWM
1893
Keyes Stange & Wooten Wealth Management
Florida
PWM
1894
Pines Wealth Management
North Carolina
AGC
1895
Aspen Grove Capital
Colorado
CCA
1896
Carrera Capital Advisors
Michigan
CDWM
1897
Campbell Deegan Wealth Management
Virginia
MCM
1898
Monument Capital Management
Virginia
1WM
1899
1858 Wealth Management
Ohio
OAM
1900
Oxford Asset Management
United Kingdom