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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
LWAM
1176
Legacy Wealth Asset Management
Minnesota
$492K +$5.59K +39 +1%
CNBTD
1177
Citizens National Bank Trust Department
Mississippi
$492K
AFT
1178
Alpha Family Trust
California
$491K
EWA
1179
EverSource Wealth Advisors
Alabama
$485K +$4.16K +29 +0.8%
OWA
1180
Outlook Wealth Advisors
Texas
$485K -$14.3K -100 -3%
BCFD
1181
Boit C.F. David
$483K +$71.7K +500 +15%
PSP
1182
Principal Street Partners
Tennessee
$476K -$6.02K -42 -1%
EW
1183
Evoke Wealth
California
$476K -$938K -6,544 -64%
HFA
1184
Hutchinson Financial Advisors
Virginia
$476K
CPIG
1185
Chicago Partners Investment Group
Illinois
$476K +$253K +1,764 +88%
RIL
1186
Rothschild Investment LLC
Illinois
$474K +$314K +2,192 +148%
CI
1187
Conning Inc
Connecticut
$473K
RYIA
1188
Roehl & Yi Investment Advisors
Oregon
$471K -$49.7K -347 -9%
KFP
1189
KMG Fiduciary Partners
Ohio
$471K
SCM
1190
Shelton Capital Management
Colorado
$470K -$14.8K -103 -3%
FCP
1191
Fidelis Capital Partners
Florida
$467K -$12K -84 -2%
CWM
1192
Calamos Wealth Management
Illinois
$467K +$219K +1,530 +73%
MA
1193
MONECO Advisors
Connecticut
$466K -$60.8K -424 -10%
EWA
1194
Exencial Wealth Advisors
Oklahoma
$465K +$75.5K +527 +17%
APC
1195
Aspire Private Capital
North Carolina
$461K -$90.6K -632 -15%
TCPW
1196
Twin City Private Wealth
North Carolina
$459K +$24.4K +170 +5%
AC
1197
Avestar Capital
New York
$458K -$185K -1,289 -27%
CIA
1198
Citadel Investment Advisory
Ohio
$458K
SAM
1199
Secure Asset Management
Michigan
$454K +$129K +899 +33%
PL
1200
Perpetual Ltd
Australia
$453K +$504K +3,517 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.