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