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
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
CDWM
1906
Campbell Deegan Wealth Management
Virginia
CCA
1907
Carrera Capital Advisors
Michigan
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
PWW
1912
Pettyjohn Wood & White
Virginia
SCA
1913
Sulzberger Capital Advisors
Florida
CSI
1914
Cross Staff Investments
New York
IWM
1915
Integris Wealth Management
California
RPSA
1916
Richard P. Slaughter Associates
Texas
FA
1917
FDx Advisors
Illinois
AWM
1918
Aviso Wealth Management
Washington
JIP
1919
Jaffetilchin Investment Partners
Florida
GA
1920
GSG Advisors
New Jersey
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