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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
CCFM
1201
Clear Creek Financial Management
Washington
$453K -$217K -1,514 -30%
GCC
1202
Guardian Capital (Canada)
Ontario, Canada
$449K -$35.4K -247 -7%
HWA
1203
Heritage Wealth Advisors
Virginia
$446K -$7.02K -49 -1%
AFG
1204
Atomi Financial Group
New York
$446K +$29.8K +208 +6%
MIA
1205
MMBG Investment Advisors
Florida
$445K
RPCONE
1206
Retirement Planning Company of New England
Rhode Island
$444K +$4.3K +30 +0.9%
MHC
1207
May Hill Capital
Massachusetts
$443K +$143 +1 +0%
FFP
1208
FourThought Financial Partners
Florida
$440K +$489K +3,415 New
T. Rowe Price Investment Management
1209
T. Rowe Price Investment Management
Maryland
$440K -$122K -849 -20%
AIC
1210
Archer Investment Corporation
Indiana
$440K +$201K +1,400 +70%
CCA
1211
Checchi Capital Advisers
California
$439K -$92K -642 -16%
OF
1212
Optimize Financial
California
$431K +$241K +1,680 +101%
EFS
1213
Essex Financial Services
Connecticut
$431K +$54.7K +382 +13%
PCS
1214
Personal CFO Solutions
New Jersey
$429K +$302K +2,107 +173%
MFF
1215
Michels Family Financial
Texas
$428K +$15.2K +106 +3%
BWP
1216
BSW Wealth Partners
Colorado
$427K -$30.4K -212 -6%
MC
1217
Miramar Capital
Illinois
$425K
LI
1218
LVZ Inc
Michigan
$423K
MFG
1219
MidWestOne Financial Group
Iowa
$420K +$467K +3,257 New
HIC
1220
Holderness Investments Company
North Carolina
$419K -$10K -70 -2%
TW
1221
TritonPoint Wealth
Maryland
$419K -$69.9K -488 -13%
MC
1222
Matisse Capital
Oregon
$419K
BTI
1223
Blue Trust Inc
Georgia
$416K -$69.6K -486 -13%
CT
1224
Clearstead Trust
Maine
$415K +$10.2K +71 +2%
RMDI
1225
R.M. Davis Inc
Maine
$415K -$25.5K -178 -5%

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.