FISV

Fiserv Inc

1,723 hedge funds and large institutions have $61.9B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 167 funds opening new positions, 649 increasing their positions, 685 reducing their positions, and 254 closing their positions.

New
Increased
Maintained
Reduced
Closed

less 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: $

27% less capital invested

Capital invested by funds: $84.3B → $61.9B (-$22.4B)

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
1,723
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
AC
1926
Apella Capital
Connecticut
M
1927
MYeCFO
California
FI
1928
Finivi Inc
Massachusetts
KWM
1929
Kiker Wealth Management
Georgia
AWM
1930
Atticus Wealth Management
Florida
PFG
1931
Putney Financial Group
California
RP
1932
Rowlandmiller & Partners
Georgia
OWP
1933
ORG Wealth Partners
Texas
BDPWM
1934
Barnes Dennig Private Wealth Management
Ohio
TSMHT
1935
Thurston Springer Miller Herd & Titak
Indiana
IIM
1936
Intact Investment Management
Quebec, Canada
SO
1937
Sierra Ocean
California
BA
1938
Bellwether Advisors
Nebraska
WOSD
1939
WFA of San Diego
California
TPWA
1940
Twin Peaks Wealth Advisors
California
RFG
1941
REAP Financial Group
Texas
KC
1942
Knuff & Co
California
NC
1943
NewSquare Capital
Pennsylvania
CS
1944
Clear Street
New York
HIMS
1945
Hager Investment Management Services
New Hampshire
BDL
1946
Banque de Luxembourg
Luxembourg
WA
1947
Whipplewood Advisors
Colorado
CIAS
1948
CBIZ Investment Advisory Services
Ohio
BSB
1949
Bangor Savings Bank
Maine
BCMLT
1950
Beacon Capital Management LLC (Tennessee)
Tennessee