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
CDWM
1901
Campbell Deegan Wealth Management
Virginia
CCA
1902
Carrera Capital Advisors
Michigan
MCM
1903
Monument Capital Management
Virginia
1WM
1904
1858 Wealth Management
Ohio
OAM
1905
Oxford Asset Management
United Kingdom
BFG
1906
Birch Financial Group
New Hampshire
RPSA
1907
Richard P. Slaughter Associates
Texas
SCA
1908
Sulzberger Capital Advisors
Florida
CSI
1909
Cross Staff Investments
New York
PWW
1910
Pettyjohn Wood & White
Virginia
FA
1911
FDx Advisors
Illinois
IWM
1912
Integris Wealth Management
California
AWM
1913
Aviso Wealth Management
Washington
GA
1914
GSG Advisors
New Jersey
JIP
1915
Jaffetilchin Investment Partners
Florida
HWA
1916
HMV Wealth Advisors
Louisiana
WC
1917
Waterloo Capital
Texas
AC
1918
Apella Capital
Connecticut
M
1919
MYeCFO
California
FI
1920
Finivi Inc
Massachusetts
KWM
1921
Kiker Wealth Management
Georgia
AWM
1922
Atticus Wealth Management
Florida
PFG
1923
Putney Financial Group
California
RP
1924
Rowlandmiller & Partners
Georgia
OWP
1925
ORG Wealth Partners
Texas