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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
OCM
1476
Osterweis Capital Management
California
$193K -$48.7K -340 -19%
RFP
1477
Root Financial Partners
California
$186K +$206K +1,439 New
PWAM
1478
Private Wealth Asset Management
Iowa
$185K -$7.88K -55 -4%
SBFM
1479
S-Bank Fund Management
Finland
$184K -$2.58K -18 -1%
CT
1480
Colonial Trust
South Carolina
$182K -$15.6K -109 -7%
CLOS
1481
Compagnie Lombard Odier SCmA
Switzerland
$178K
FPF
1482
First Pacific Financial
Washington
$176K
TPCW
1483
TD Private Client Wealth
New York
$174K -$1.49M -10,401 -89%
CSB
1484
City State Bank
Iowa
$173K
SIM
1485
Sentry Investment Management
Wisconsin
$171K -$57.9K -404 -23%
FFA
1486
Frazier Financial Advisors
Ohio
$171K -$7.74K -54 -4%
TC
1487
Trust Company
Kansas
$170K
TC
1488
Truvestments Capital
Florida
$169K -$134K -938 -42%
DFA
1489
DHJJ Financial Advisors
Illinois
$162K -$860 -6 -0.5%
CCAM
1490
Cascades Capital Asset Management
North Carolina
$161K
SNB
1491
Security National Bank
Nebraska
$155K
WSCM
1492
Wellington Shields Capital Management
New York
$155K
MG
1493
Mather Group
Illinois
$153K -$77.4K -540 -31%
PTC
1494
Private Trust Company
Ohio
$150K -$207K -1,445 -55%
JFA
1495
JNBA Financial Advisors
Minnesota
$144K -$3.44K -24 -2%
CA
1496
CoreCap Advisors
Michigan
$143K -$31.7K -221 -17%
CCA
1497
Catalyst Capital Advisors
New York
$138K -$2.72K -19 -2%
CJ
1498
Caitlin John
Michigan
$136K +$151K +1,053 New
RCM
1499
Raleigh Capital Management
North Carolina
$134K -$43.3K -302 -23%
LI
1500
LRI Investments
Florida
$131K +$32K +223 +1%

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.