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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
V
1101
VeraBank
Texas
$618K
PWP
1102
Principle Wealth Partners
Connecticut
$618K
SF
1103
Summit Financial
New Jersey
$614K +$682K +4,759 New
SCA
1104
Sandy Cove Advisors
Massachusetts
$612K -$13.9K -97 -2%
OWA
1105
One Wealth Advisors
California
$607K -$2.87K -20 -0.4%
PA
1106
Promethium Advisors
Maryland
$600K -$115K -800 -15%
WIA
1107
Westbourne Investment Advisors
Maryland
$597K
TAM
1108
Townsend Asset Management
North Carolina
$596K -$54.6K -381 -8%
MFIM
1109
Mesirow Financial Investment Management
Illinois
$593K -$37.5K -262 -5%
AWA
1110
Aaron Wealth Advisors
Illinois
$592K +$266K +1,857 +68%
JAG
1111
Journey Advisory Group
Kentucky
$590K
BWP
1112
Burling Wealth Partners
Illinois
$589K -$191K -1,335 -23%
HCM
1113
Howard Capital Management
Georgia
$588K +$45.3K +316 +7%
EP
1114
Edgestream Partners
New Jersey
$588K -$4.95M -34,523 -88%
SWP
1115
Stratos Wealth Partners
Ohio
$586K -$1.61M -11,249 -71%
TAFW
1116
Tred Avon Family Wealth
Maryland
$586K +$651K +4,542 New
SB
1117
Simmons Bank
Arkansas
$585K -$42K -293 -6%
IA
1118
IFC Advisors
California
$585K -$11.3K -79 -2%
CIA
1119
Cape Investment Advisory
Georgia
$580K -$160K -1,118 -20%
JMFC
1120
J.M. Forbes & Co
Massachusetts
$578K
EI
1121
Ellevest Inc
New York
$577K -$19.9K -139 -3%
ERSOT
1122
Employees Retirement System of Texas
Texas
$574K
OIS
1123
Okabena Investment Services
Minnesota
$574K +$430 +3 +0.1%
ACM
1124
Advisors Capital Management
New Jersey
$573K -$130K -906 -17%
CT
1125
Caldwell Trust
Florida
$573K

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.