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