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
RAM
1951
Riggs Asset Management
Pennsylvania
YP
1952
YANKCOM Partnership
South Dakota
SAS
1953
Spurstone Advisory Services
Connecticut
LFASL
1954
Lugano Financial Advisors SA (LFA)
Switzerland
MPW
1955
MASECO Private Wealth
GC
1956
GFG Capital
Florida
IMC
1957
Investment Management Corporation
Virginia
SHIM
1958
Stone House Investment Management
Pennsylvania
MAWAG
1959
Mid-American Wealth Advisory Group
Missouri
TIM
1960
Total Investment Management
Arizona
LFA
1961
LGT Financial Advisors
Texas
KIM
1962
Kestra Investment Management
Texas
CCMI
1963
Creative Capital Management Investments
California
BIM
1964
Breakwater Investment Management
Washington
HWA
1965
HHM Wealth Advisors
Tennessee
FIM
1966
FWL Investment Management
Texas
WCM
1967
WealthTrak Capital Management
Virginia
SC
1968
Stephens Consulting
Michigan
1IA
1969
1620 Investment Advisors
Massachusetts
T
1970
Transce3nd
Texas
SWIM
1971
Smallwood Wealth Investment Management
New Jersey
RPA
1972
Redwood Park Advisors
California
CCM
1973
Chilton Capital Management
Texas
OW
1974
Olistico Wealth
Oklahoma
IAS
1975
IMA Advisory Services
Colorado