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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
OWA
1401
Opal Wealth Advisors
New York
$237K -$11.8K -82 -4%
CCG
1402
Cypress Capital Group
Florida
$235K -$28.4K -198 -10%
OFG
1403
Oxford Financial Group
Indiana
$235K +$20.9K +146 +9%
DW30
1404
Drucker Wealth 3.0
New Jersey
$234K -$154K -1,075 -37%
TPI
1405
Trust Point Inc
Wisconsin
$233K +$9.31K +65 +4%
CH
1406
Cromwell Holdings
Wyoming
$233K
GA
1407
Greenspring Advisors
Maryland
$232K +$258K +1,800 New
CFP
1408
Cascade Financial Partners
California
$229K
FG
1409
Fiduciary Group
Georgia
$228K
JCM
1410
Jacobsen Capital Management
Utah
$228K +$13.9K +97 +6%
TCOT
1411
Trust Company of Toledo
Ohio
$227K +$3.73K +26 +1%
EP
1412
Essential Partners
California
$226K +$248K +1,734 +8,257%
AIM
1413
Advyzon Investment Management
Illinois
$226K +$251K +1,750 New
OPA
1414
Old Port Advisors
Maine
$225K -$4.01K -28 -2%
SA
1415
Sonoma Allocations
California
$225K +$273K +1,904 New
CAM
1416
Concorde Asset Management
Michigan
$224K +$255K +1,779 New
PIWA
1417
Prevail Innovative Wealth Advisors
Kansas
$224K
IWA
1418
IVC Wealth Advisors
Pennsylvania
$224K +$1.72K +12 +0.7%
NHC
1419
Nicholas Hoffman & Company
Georgia
$222K
FPWM
1420
FSB Premier Wealth Management
Iowa
$222K +$10.9K +76 +5%
NPF
1421
Norris Perne & French
Michigan
$222K
CA
1422
Crewe Advisors
Utah
$220K -$17.6K -123 -7%
FMLI
1423
Fukoku Mutual Life Insurance
Japan
$220K -$907K -6,330 -79%
FHC
1424
First Heartland Consultants
Missouri
$220K -$1.15K -8 -0.5%
CNBT
1425
Canandaigua National Bank & Trust
New York
$219K -$13.3K -93 -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.