FISV

Fiserv Inc

1,708 hedge funds and large institutions have $62B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 166 funds opening new positions, 644 increasing their positions, 677 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: 166 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,708
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
BFG
1901
Birch Financial Group
New Hampshire
RPSA
1902
Richard P. Slaughter Associates
Texas
SCA
1903
Sulzberger Capital Advisors
Florida
PWW
1904
Pettyjohn Wood & White
Virginia
FA
1905
FDx Advisors
Illinois
IWM
1906
Integris Wealth Management
California
CSI
1907
Cross Staff Investments
New York
AWM
1908
Aviso Wealth Management
Washington
GA
1909
GSG Advisors
New Jersey
JIP
1910
Jaffetilchin Investment Partners
Florida
HWA
1911
HMV Wealth Advisors
Louisiana
WC
1912
Waterloo Capital
Texas
AC
1913
Apella Capital
Connecticut
M
1914
MYeCFO
California
FI
1915
Finivi Inc
Massachusetts
KWM
1916
Kiker Wealth Management
Georgia
AWM
1917
Atticus Wealth Management
Florida
PFG
1918
Putney Financial Group
California
RP
1919
Rowlandmiller & Partners
Georgia
OWP
1920
ORG Wealth Partners
Texas
BDPWM
1921
Barnes Dennig Private Wealth Management
Ohio
TSMHT
1922
Thurston Springer Miller Herd & Titak
Indiana
IIM
1923
Intact Investment Management
Quebec, Canada
SO
1924
Sierra Ocean
California
BA
1925
Bellwether Advisors
Nebraska