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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
SNBOSCI
1426
Security National Bank of Sioux City Iowa
Iowa
$219K
RFO
1427
RiverGlades Family Offices
Florida
$219K +$244K +1,700 New
CAM
1428
Cidel Asset Management
Ontario, Canada
$219K -$1.3M -9,092 -84%
MAWA
1429
Moss Adams Wealth Advisors
Washington
$219K -$14.9K -104 -6%
TA
1430
TrueWealth Advisors
Alabama
$218K +$243K +1,694 New
FNBOMD
1431
First National Bank of Mount Dora
Florida
$217K -$18.2K -127 -7%
BFPW
1432
BOK Financial Private Wealth
Colorado
$216K +$5.88K +41 +3%
TPWA
1433
TRUE Private Wealth Advisors
Oregon
$216K -$15.6K -109 -6%
PWG
1434
Portside Wealth Group
Utah
$216K -$28.5K -199 -11%
HTIM
1435
Harbour Trust & Investment Management
Indiana
$215K -$6.3K -44 -3%
CCWM
1436
Cassaday & Co Wealth Management
Virginia
$215K
ALC
1437
Alexander Labrunerie & Co
Missouri
$215K
IWM
1438
Iams Wealth Management
Nebraska
$215K +$239K +1,665 New
EM
1439
Excalibur Management
Massachusetts
$214K -$19.3K -135 -8%
GFG
1440
Goldstone Financial Group
Illinois
$213K
NG
1441
Norden Group
Utah
$212K +$59.6K +416 +34%
2L
1442
25 LLC
Missouri
$210K -$1.72K -12 -0.7%
CA
1443
Claro Advisors
Massachusetts
$209K +$16.6K +116 +8%
TSS
1444
Two Sigma Securities
New York
$208K +$231K +1,615 New
PRP
1445
Peak Retirement Planning
Ohio
$207K +$573 +4 +0.2%
QFPS
1446
Quantum Financial Planning Services
Washington
$207K -$23.1K -161 -9%
LRIC
1447
Long Road Investment Counsel
Michigan
$207K
BONST
1448
Bank of Nova Scotia Trust
Ontario, Canada
$207K +$230K +1,604 New
VCM
1449
Vision Capital Management
Oregon
$207K +$287 +2 +0.1%
VAS
1450
Vestmark Advisory Solutions
Massachusetts
$207K +$230K +1,603 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.