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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
GWMR
1051
GC Wealth Management RIA
Massachusetts
$737K +$520K +3,631 +174%
SWM
1052
Spire Wealth Management
Virginia
$733K -$2.47M -17,229 -75%
SFP
1053
Shepherd Financial Partners
Massachusetts
$729K
IRP
1054
Investment Research Partners
Pennsylvania
$727K +$1.48M +10,295 New
BCM
1055
Bridgeway Capital Management
Texas
$721K
FRA
1056
Frank Rimerman Advisors
California
$719K -$54.3K -379 -6%
WPC
1057
Wedmont Private Capital
Pennsylvania
$714K -$117K -815 -13%
KF
1058
Krilogy Financial
Missouri
$706K +$1.58M +11,038 New
SAM
1059
Sompo Asset Management
Japan
$705K
SP
1060
Stonebrook Private
Michigan
$702K -$73.8K -515 -9%
CA
1061
Crumly & Associates
Illinois
$702K +$94K +656 +14%
MWM
1062
Modera Wealth Management
New Jersey
$698K +$2.15K +15 +0.3%
BAAM
1063
Baker Avenue Asset Management
California
$698K +$40.8K +285 +6%
PCM
1064
Parsons Capital Management
Rhode Island
$698K -$3.58K -25 -0.5%
UAML
1065
US Asset Management LLC
Pennsylvania
$697K
ITFISA
1066
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$696K
CT
1067
Chicago Trust
Illinois
$695K -$81.7K -570 -10%
HAG
1068
HF Advisory Group
Maryland
$694K +$227K +1,585 +42%
IA
1069
Invested Advisors
Pennsylvania
$687K +$479K +3,346 New
CI
1070
Cigna Investments
Connecticut
$686K -$14K -98 -2%
HWAM
1071
Hennion & Walsh Asset Management
New Jersey
$686K -$166K -1,157 -18%
CIC
1072
Chilton Investment Company
Connecticut
$679K -$578K -4,036 -43%
PA
1073
PFG Advisors
Arizona
$679K -$428K -2,988 -36%
LCM
1074
LVM Capital Management
Michigan
$677K
NAM
1075
Nexpoint Asset Management
Texas
$677K +$752K +5,250 New

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.