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