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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
PP
1251
PDS Planning
Ohio
$387K -$36.5K -255 -8%
PI
1252
PFG Investments
New York
$386K -$6.45K -45 -1%
LRWA
1253
Long Run Wealth Advisors
New York
$385K -$47.3K -330 -10%
AA
1254
Alta Advisers
United Kingdom
$383K
MLL
1255
Moody Lynn & Lieberson
Massachusetts
$381K -$210K -1,466 -33%
TWM
1256
Trueblood Wealth Management
Ohio
$378K
NGA
1257
Naples Global Advisors
Florida
$378K -$41.3K -288 -9%
BOS
1258
Bank of Stockton
California
$375K -$5.73K -40 -1%
FNFDCM
1259
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$375K -$430 -3 -0.1%
TCWA
1260
Turtle Creek Wealth Advisors
Texas
$375K +$416K +2,905 New
CFS
1261
CRA Financial Services
New Jersey
$373K +$5.3K +37 +1%
FIA
1262
Foundations Investment Advisors
Arizona
$373K -$18.6K -130 -4%
GI
1263
GLOBALT Investments
Georgia
$370K -$819K -5,714 -67%
FWA
1264
Flagship Wealth Advisors
Massachusetts
$368K
LFG
1265
Larson Financial Group
Missouri
$368K +$156K +1,089 +62%
RAG
1266
RIA Advisory Group
Iowa
$366K -$235K -1,637 -37%
TCM
1267
Tributary Capital Management
Nebraska
$366K -$5.73K -40 -1%
Fisher Asset Management
1268
Fisher Asset Management
Washington
$366K +$107K +749 +36%
QWP
1269
Quotient Wealth Partners
Texas
$363K -$50.6K -353 -11%
MW
1270
Maia Wealth
Colorado
$362K -$171K -1,193 -17%
First Manhattan
1271
First Manhattan
New York
$362K -$50.2K -350 -11%
BFA
1272
Beacon Financial Advisory
Ohio
$362K +$8.03K +56 +2%
WTC
1273
WhitTier Trust Company
Nevada
$361K +$11.6K +81 +3%
IAIM
1274
International Assets Investment Management
Florida
$360K
FB
1275
Finward Bancorp
Indiana
$356K

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.