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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
CSA
1226
Cornerstone Select Advisors
Missouri
$414K +$42.3K +295 +10%
SAI
1227
Savvy Advisors Inc
New York
$414K -$127K -887 -22%
PCMC
1228
Paragon Capital Management (Colorado)
Colorado
$413K
YLHM
1229
Yelin Lapidot Holdings Management
Israel
$413K +$459K +3,200 New
AA
1230
Advisory Alpha
Michigan
$412K +$112K +784 +31%
TTWM
1231
TCV Trust & Wealth Management
Virginia
$412K -$27.8K -194 -6%
GD
1232
Grandfield & Dodd
New York
$411K -$36.7K -256 -7%
PCM
1233
Pointe Capital Management
Michigan
$411K
AC
1234
AlphaCore Capital
California
$411K +$68.2K +476 +18%
APWM
1235
Argonautica Private Wealth Management
Massachusetts
$409K -$383K -2,672 -46%
BCM
1236
BTC Capital Management
Iowa
$408K -$5.14M -35,866 -92%
CFP
1237
Catalyst Financial Partners
Massachusetts
$408K -$17.2K -120 -4%
AWM
1238
AE Wealth Management
Kansas
$406K -$144K -1,006 -24%
IF
1239
Intrua Financial
Texas
$406K +$254K +1,775 +129%
S
1240
Sunpointe
Missouri
$405K +$52K +363 +13%
ILI
1241
Invesco LLC (Illinois)
Illinois
$402K +$26.7K +186 +6%
CCM
1242
Chickasaw Capital Management
Tennessee
$401K +$244K +1,700 +120%
CWS
1243
Confluence Wealth Services
Pennsylvania
$400K -$151K -1,054 -25%
CIG
1244
Cascade Investment Group
Colorado
$400K -$49.9K -348 -10%
SW
1245
SkyOak Wealth
Michigan
$399K
RP
1246
Riverbridge Partners
Minnesota
$397K
SFS
1247
Sowell Financial Services
Arkansas
$394K -$69.6K -486 -14%
EP
1248
EPIQ Partners
Minnesota
$388K -$2.15K -15 -0.5%
JSW
1249
Journey Strategic Wealth
New Jersey
$388K +$185K +1,288 +75%
LWMM
1250
Legacy Wealth Management (Mississippi)
Mississippi
$387K

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.