FISV

Fiserv Inc

1,725 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, 649 increasing their positions, 686 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
1,725
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
BFAG
1926
Blackston Financial Advisory Group
Florida
WC
1927
Waterloo Capital
Texas
AC
1928
Apella Capital
Connecticut
M
1929
MYeCFO
California
FI
1930
Finivi Inc
Massachusetts
KWM
1931
Kiker Wealth Management
Georgia
AWM
1932
Atticus Wealth Management
Florida
PFG
1933
Putney Financial Group
California
RP
1934
Rowlandmiller & Partners
Georgia
OWP
1935
ORG Wealth Partners
Texas
BDPWM
1936
Barnes Dennig Private Wealth Management
Ohio
TSMHT
1937
Thurston Springer Miller Herd & Titak
Indiana
IIM
1938
Intact Investment Management
Quebec, Canada
SO
1939
Sierra Ocean
California
BA
1940
Bellwether Advisors
Nebraska
WOSD
1941
WFA of San Diego
California
TPWA
1942
Twin Peaks Wealth Advisors
California
RFG
1943
REAP Financial Group
Texas
NC
1944
NewSquare Capital
Pennsylvania
KC
1945
Knuff & Co
California
CS
1946
Clear Street
New York
HIMS
1947
Hager Investment Management Services
New Hampshire
BDL
1948
Banque de Luxembourg
Luxembourg
WA
1949
Whipplewood Advisors
Colorado
CIAS
1950
CBIZ Investment Advisory Services
Ohio