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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
KPWS
1001
Kestra Private Wealth Services
Texas
$870K -$173K -1,207 -15%
P
1002
Pitcairn
Pennsylvania
$869K -$228K -1,589 -19%
OL
1003
Optas LLC
Texas
$868K +$479K +3,346 +99%
Hudson Bay Capital Management
1004
Hudson Bay Capital Management
Connecticut
$867K -$1.25M -8,688 -56%
VFA
1005
Voya Financial Advisors
Connecticut
$866K -$57.8K -403 -6%
ACA
1006
Anchor Capital Advisors
Massachusetts
$866K -$15.8K -110 -2%
RS
1007
R Squared
Hong Kong
$865K +$542K +3,780 +129%
HSA
1008
HBK Sorce Advisory
Pennsylvania
$864K +$46.4K +324 +5%
GC
1009
Gould Capital
Washington
$860K +$70.1K +489 +8%
MPM
1010
Meritage Portfolio Management
Kansas
$857K
CWM
1011
Circle Wealth Management
New Jersey
$857K +$952K +6,645 New
KTM
1012
Keeler Thomas Management
Utah
$854K +$10.7K +75 +1%
HCM
1013
Hengehold Capital Management
Ohio
$853K -$11.3K -79 -1%
1SB
1014
1ST Source Bank
Indiana
$853K +$81.7K +570 +9%
CWM
1015
Centurion Wealth Management
Virginia
$850K +$4.3K +30 +0.5%
TAM
1016
Trust Asset Management
Texas
$847K
GM
1017
GeoWealth Management
Illinois
$843K +$404K +2,822 +76%
RIA
1018
Regal Investment Advisors
Michigan
$841K +$126K +877 +16%
HIM
1019
Hillsdale Investment Management
Ontario, Canada
$841K +$934K +6,520 New
YC
1020
Yarbrough Capital
Tennessee
$838K
BTW
1021
Boston Trust Walden
Massachusetts
$831K +$15.5K +108 +2%
MK
1022
MASTERINVEST Kapitalanlage
$829K -$785K -5,476 -46%
AA
1023
ALPS Advisors
Colorado
$824K -$335K -2,337 -27%
WT
1024
Whittier Trust
California
$821K -$25.5K -178 -3%
JFG
1025
Jefferies Financial Group
New York
$813K -$965K -6,736 -52%

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.