FISV

Fiserv Inc

1,720 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, 647 increasing their positions, 684 reducing their positions, and 253 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: 253

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,720
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
LSA
1901
Lion Street Advisors
Texas
KOMWMG
1902
Kerntke Otto McGlone Wealth Management Group
Wisconsin
KSWWM
1903
Keyes Stange & Wooten Wealth Management
Florida
PWM
1904
Pines Wealth Management
North Carolina
AGC
1905
Aspen Grove Capital
Colorado
CCA
1906
Carrera Capital Advisors
Michigan
CDWM
1907
Campbell Deegan Wealth Management
Virginia
MCM
1908
Monument Capital Management
Virginia
1WM
1909
1858 Wealth Management
Ohio
OAM
1910
Oxford Asset Management
United Kingdom
BFG
1911
Birch Financial Group
New Hampshire
SCA
1912
Sulzberger Capital Advisors
Florida
CSI
1913
Cross Staff Investments
New York
IWM
1914
Integris Wealth Management
California
PWW
1915
Pettyjohn Wood & White
Virginia
FA
1916
FDx Advisors
Illinois
RPSA
1917
Richard P. Slaughter Associates
Texas
AWM
1918
Aviso Wealth Management
Washington
GA
1919
GSG Advisors
New Jersey
JIP
1920
Jaffetilchin Investment Partners
Florida
HWA
1921
HMV Wealth Advisors
Louisiana
WC
1922
Waterloo Capital
Texas
AC
1923
Apella Capital
Connecticut
M
1924
MYeCFO
California
FI
1925
Finivi Inc
Massachusetts