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
KWM
1926
Kiker Wealth Management
Georgia
AWM
1927
Atticus Wealth Management
Florida
PFG
1928
Putney Financial Group
California
RP
1929
Rowlandmiller & Partners
Georgia
OWP
1930
ORG Wealth Partners
Texas
BDPWM
1931
Barnes Dennig Private Wealth Management
Ohio
TSMHT
1932
Thurston Springer Miller Herd & Titak
Indiana
IIM
1933
Intact Investment Management
Quebec, Canada
SO
1934
Sierra Ocean
California
BA
1935
Bellwether Advisors
Nebraska
TPWA
1936
Twin Peaks Wealth Advisors
California
RFG
1937
REAP Financial Group
Texas
NC
1938
NewSquare Capital
Pennsylvania
KC
1939
Knuff & Co
California
CS
1940
Clear Street
New York
HIMS
1941
Hager Investment Management Services
New Hampshire
BDL
1942
Banque de Luxembourg
Luxembourg
WA
1943
Whipplewood Advisors
Colorado
CIAS
1944
CBIZ Investment Advisory Services
Ohio
BCMLT
1945
Beacon Capital Management LLC (Tennessee)
Tennessee
BSB
1946
Bangor Savings Bank
Maine
RAM
1947
Riggs Asset Management
Pennsylvania
YP
1948
YANKCOM Partnership
South Dakota
SAS
1949
Spurstone Advisory Services
Connecticut
MPW
1950
MASECO Private Wealth