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FISV

Fiserv Inc

1,734 hedge funds and large institutions have $62.1B invested in Fiserv Inc in 2025 Q3 according to their latest regulatory filings, with 168 funds opening new positions, 652 increasing their positions, 691 reducing their positions, and 255 closing their positions.

New
Increased
Maintained
Reduced
Closed

0.33% more ownership

Funds ownership: 88.33%88.66% (+0.33%)

6% less repeat investments, than reductions

Existing positions increased: 652 | Existing positions reduced: 691

6% less funds holding

Funds holding: 1,8461,734 (-112)

11% less call options, than puts

Call options by funds: $525M | Put options by funds: $592M

26% less capital invested

Capital invested by funds: $84.4B → $62.1B (-$22.3B)

34% less first-time investments, than exits

New positions opened: 168 | Existing positions closed: 255

58% less funds holding in top 10

Funds holding in top 10: 8636 (-50)

Holders
1,734
Holders Change
-112
Holders Change %
-6.07%
% of All Funds
22.73%
Holding in Top 10
36
Holding in Top 10 Change
-50
Holding in Top 10 Change %
-58.14%
% of All Funds
0.47%
New
168
Increased
652
Reduced
691
Closed
255
Calls
$525M
Puts
$592M
Net Calls
-$67.7M
Net Calls Change
-$396M
Name Holding Trade Value Shares
Change
Change in
Stake
LCM
476
Liberty Capital Management
Michigan
$6.59M -$60.5K -422 -0.8%
HT
477
Heritage Trust
Oklahoma
$6.54M +$648K +4,522 +10%
BHCM
478
Brevan Howard Capital Management
Jersey
$6.52M -$16.6M -115,556 -70%
TSS
479
Thomas Story & Son
Indiana
$6.51M +$502K +3,505 +7%
Janney Montgomery Scott
480
Janney Montgomery Scott
Pennsylvania
$6.44M +$135K +944 +2%
SAM
481
Smithbridge Asset Management
Pennsylvania
$6.42M +$24.6K +172 +0.3%
OAM
482
Oppenheimer Asset Management
New York
$6.41M -$578K -4,031 -7%
RBI
483
Raiffeisen Bank International
Austria
$6.39M +$6.36M +44,365 +960%
CVM
484
Cheviot Value Management
California
$6.39M +$6.02M +41,977 +486%
CTA
485
Chesley Taft & Associates
Illinois
$6.38M -$607K -4,233 -8%
MG
486
Marex Group
$6.36M +$7.07M +49,359 New
OC
487
Oarsman Capital
Wisconsin
$6.33M +$486K +3,388 +7%
MGWM
488
Marks Group Wealth Management
Minnesota
$6.33M -$119K -833 -2%
Vontobel Holding
489
Vontobel Holding
Switzerland
$6.29M +$652K +4,553 +10%
TIM
490
Thompson Investment Management
Wisconsin
$6.22M +$1.17M +8,148 +20%
FNT
491
First National Trust
Pennsylvania
$6.22M +$185K +1,288 +3%
GHAM
492
Gilman Hill Asset Management
Connecticut
$6.16M +$2.06M +14,359 +43%
SP
493
Saranac Partners
$6.16M +$3.21M +22,418 +89%
SI
494
Sora Investors
Pennsylvania
$6.13M -$18.2M -126,928 -73%
UM
495
UniSuper Management
Australia
$6.12M -$8.31M -58,003 -55%
CGH
496
Crossmark Global Holdings
Texas
$6.11M -$605K -4,222 -8%
CAPTRUST Financial Advisors
497
CAPTRUST Financial Advisors
North Carolina
$6.1M +$1.57M +10,922 +30%
MC
498
Machina Capital
France
$6.08M +$4.87M +33,949 +257%
MIM
499
Morningstar Investment Management
Illinois
$6.08M +$6.75M +47,125 New
MCWS
500
McKinley Carter Wealth Services
West Virginia
$6.07M -$1.24M -8,640 -15%

FISV Hedge Fund Activity: Q3 2025 in Review

1,734 of the 7,628 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q3 2025, worth a combined $62.1B — down 26% from $84.4B a quarter earlier.

Sellers outnumbered buyers: 255 funds closed out of FISV and 168 opened new positions — a net loss of 87 holders — while 691 trimmed existing stakes and 652 added.

The largest buyer was Dodge & Cox, adding an estimated $1.28B. The largest seller was T. Rowe Price Associates, cutting an estimated $2.2B.

  • 1,734 institutional investors held Fiserv Inc (FISV) as of Q3 2025, down from 1,846 in Q2 2025.
  • Funds reported $62.1B of Fiserv Inc stock for Q3 2025, down 26% quarter-over-quarter.
  • 168 funds opened new Fiserv Inc positions in Q3 2025 and 255 closed out, a net change of -87 holders.
  • The largest Fiserv Inc buyer in Q3 2025 was Dodge & Cox, an estimated $1.28B added.
  • The largest Fiserv Inc seller in Q3 2025 was T. Rowe Price Associates, an estimated $2.2B sold.

Based on aggregated 13F filings for Q3 2025.