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
MFWP
1876
Mosaic Family Wealth Partners
Missouri
SWA
1877
Strategies Wealth Advisors
Michigan
CP
1878
Castleview Partners
Texas
SWM
1879
Seed Wealth Management
Illinois
IA
1880
IAM Advisory
Pennsylvania
TWM
1881
Tradition Wealth Management
Minnesota
CCA
1882
Cobblestone Capital Advisors
New York
VCP
1883
Verus Capital Partners
Arizona
ESB
1884
Essex Savings Bank
Connecticut
WA1
1885
Wimmer Associates 1
California
AMM
1886
American Money Management
California
PWPS
1887
Pinnacle Wealth Planning Services
Ohio
CA
1888
Capital Advantage
California
EAM
1889
Empirical Asset Management
Massachusetts
FFA
1890
Fragasso Financial Advisors
Pennsylvania
BF
1891
bLong Financial
Tennessee
ML
1892
McAdam LLC
Pennsylvania
IIM
1893
Ipswich Investment Management
Massachusetts
KP
1894
Kitching Partners
Pennsylvania
PPW
1895
Presilium Private Wealth
Pennsylvania
LSA
1896
Lion Street Advisors
Texas
KOMWMG
1897
Kerntke Otto McGlone Wealth Management Group
Wisconsin
KSWWM
1898
Keyes Stange & Wooten Wealth Management
Florida
PWM
1899
Pines Wealth Management
North Carolina
AGC
1900
Aspen Grove Capital
Colorado