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
BDPWM
1926
Barnes Dennig Private Wealth Management
Ohio
TSMHT
1927
Thurston Springer Miller Herd & Titak
Indiana
IIM
1928
Intact Investment Management
Quebec, Canada
SO
1929
Sierra Ocean
California
BA
1930
Bellwether Advisors
Nebraska
TPWA
1931
Twin Peaks Wealth Advisors
California
RFG
1932
REAP Financial Group
Texas
KC
1933
Knuff & Co
California
NC
1934
NewSquare Capital
Pennsylvania
CS
1935
Clear Street
New York
HIMS
1936
Hager Investment Management Services
New Hampshire
BDL
1937
Banque de Luxembourg
Luxembourg
WA
1938
Whipplewood Advisors
Colorado
CIAS
1939
CBIZ Investment Advisory Services
Ohio
BCMLT
1940
Beacon Capital Management LLC (Tennessee)
Tennessee
BSB
1941
Bangor Savings Bank
Maine
RAM
1942
Riggs Asset Management
Pennsylvania
YP
1943
YANKCOM Partnership
South Dakota
SAS
1944
Spurstone Advisory Services
Connecticut
LFASL
1945
Lugano Financial Advisors SA (LFA)
Switzerland
MPW
1946
MASECO Private Wealth
GC
1947
GFG Capital
Florida
IMC
1948
Investment Management Corporation
Virginia
SHIM
1949
Stone House Investment Management
Pennsylvania
MAWAG
1950
Mid-American Wealth Advisory Group
Missouri