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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
CW
1551
Curio Wealth
Maryland
$53.6K
CBT
1552
Crews Bank & Trust
Florida
$52.7K
KB
1553
Kimelman & Baird
New York
$51.6K
GAG
1554
Goodman Advisory Group
Massachusetts
$50.9K
MG
1555
MilWealth Group
Wisconsin
$49.6K
DMBA
1556
Deseret Mutual Benefit Administrators
Utah
$49.1K
FNWA
1557
Financial Network Wealth Advisors
Utah
$48.3K
RA
1558
Rise Advisors
New York
$47.7K +$4.3K +30 +9%
HC
1559
Hoese & Co
Minnesota
$47.4K
PSB
1560
Piscataqua Savings Bank
New Hampshire
$45.8K
SIC
1561
SJS Investment Consulting
Ohio
$45.5K +$48.4K +338 +2,253%
VT
1562
Volterra Technologies
New York
$45.4K +$50.4K +352 New
JWM
1563
JPL Wealth Management
Colorado
$45.1K +$50.2K +350 New
GKIM
1564
GW&K Investment Management
Massachusetts
$44K -$4.01K -28 -8%
C
1565
Covestor
United Kingdom
$44K -$430 -3 -0.9%
DCM
1566
Davis Capital Management
Florida
$43.2K +$48K +335 New
CAL
1567
Capital Advisors Ltd
Ohio
$43K -$4.73K -33 -9%
IWP
1568
IAG Wealth Partners
Wisconsin
$42.7K
GTAM
1569
Global Trust Asset Management
Florida
$42.2K -$8.88K -62 -16%
HCM
1570
Hollencrest Capital Management
California
$39.8K
WA
1571
Westfuller Advisors
New York
$36K +$40K +279 New
EB
1572
Eastern Bank
Massachusetts
$35.7K
SVWA
1573
Sarver Vrooman Wealth Advisors
Missouri
$35.5K
CWP
1574
Concord Wealth Partners
Virginia
$33.5K -$1.72K -12 -4%
MAS
1575
MPWM Advisory Solutions
Georgia
$33.5K

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.