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
IP
1876
Isthmus Partners
Wisconsin
OPWM
1877
Oregon Pacific Wealth Management
Oregon
BFAG
1878
Blackston Financial Advisory Group
Florida
OHWP
1879
Oak Harbor Wealth Partners
North Carolina
EA
1880
Ergawealth Advisors
Illinois
MFWP
1881
Mosaic Family Wealth Partners
Missouri
SWA
1882
Strategies Wealth Advisors
Michigan
CP
1883
Castleview Partners
Texas
SWM
1884
Seed Wealth Management
Illinois
IA
1885
IAM Advisory
Pennsylvania
TWM
1886
Tradition Wealth Management
Minnesota
CCA
1887
Cobblestone Capital Advisors
New York
ESB
1888
Essex Savings Bank
Connecticut
VCP
1889
Verus Capital Partners
Arizona
WA1
1890
Wimmer Associates 1
California
AMM
1891
American Money Management
California
PWPS
1892
Pinnacle Wealth Planning Services
Ohio
CA
1893
Capital Advantage
California
EAM
1894
Empirical Asset Management
Massachusetts
FFA
1895
Fragasso Financial Advisors
Pennsylvania
BF
1896
bLong Financial
Tennessee
ML
1897
McAdam LLC
Pennsylvania
IIM
1898
Ipswich Investment Management
Massachusetts
KP
1899
Kitching Partners
Pennsylvania
PPW
1900
Presilium Private Wealth
Pennsylvania