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
ACM
1876
Alethea Capital Management
Washington
SSWM
1877
Sheets Smith Wealth Management
North Carolina
UWM
1878
USAdvisors Wealth Management
Minnesota
RA
1879
RFG Advisory
Alabama
RZH
1880
Relyea Zuckerberg Hanson
Connecticut
IP
1881
Isthmus Partners
Wisconsin
OPWM
1882
Oregon Pacific Wealth Management
Oregon
OHWP
1883
Oak Harbor Wealth Partners
North Carolina
EA
1884
Ergawealth Advisors
Illinois
MFWP
1885
Mosaic Family Wealth Partners
Missouri
SWA
1886
Strategies Wealth Advisors
Michigan
CP
1887
Castleview Partners
Texas
SWM
1888
Seed Wealth Management
Illinois
IA
1889
IAM Advisory
Pennsylvania
TWM
1890
Tradition Wealth Management
Minnesota
CCA
1891
Cobblestone Capital Advisors
New York
VCP
1892
Verus Capital Partners
Arizona
ESB
1893
Essex Savings Bank
Connecticut
WA1
1894
Wimmer Associates 1
California
AMM
1895
American Money Management
California
PWPS
1896
Pinnacle Wealth Planning Services
Ohio
CA
1897
Capital Advantage
California
EAM
1898
Empirical Asset Management
Massachusetts
FFA
1899
Fragasso Financial Advisors
Pennsylvania
BF
1900
bLong Financial
Tennessee