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
TPWA
1926
Twin Peaks Wealth Advisors
California
RFG
1927
REAP Financial Group
Texas
KC
1928
Knuff & Co
California
NC
1929
NewSquare Capital
Pennsylvania
CS
1930
Clear Street
New York
HIMS
1931
Hager Investment Management Services
New Hampshire
BDL
1932
Banque de Luxembourg
Luxembourg
WA
1933
Whipplewood Advisors
Colorado
CIAS
1934
CBIZ Investment Advisory Services
Ohio
BSB
1935
Bangor Savings Bank
Maine
BCMLT
1936
Beacon Capital Management LLC (Tennessee)
Tennessee
RAM
1937
Riggs Asset Management
Pennsylvania
YP
1938
YANKCOM Partnership
South Dakota
SAS
1939
Spurstone Advisory Services
Connecticut
MPW
1940
MASECO Private Wealth
LFASL
1941
Lugano Financial Advisors SA (LFA)
Switzerland
GC
1942
GFG Capital
Florida
IMC
1943
Investment Management Corporation
Virginia
SHIM
1944
Stone House Investment Management
Pennsylvania
MAWAG
1945
Mid-American Wealth Advisory Group
Missouri
TIM
1946
Total Investment Management
Arizona
LFA
1947
LGT Financial Advisors
Texas
KIM
1948
Kestra Investment Management
Texas
CCMI
1949
Creative Capital Management Investments
California
BIM
1950
Breakwater Investment Management
Washington