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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
NFSG
1576
Newbridge Financial Services Group
Florida
$33.5K
1M
1577
1248 Management
Missouri
$32.9K -$4.16K -29 -10%
BIA
1578
Bell Investment Advisors
California
$32.4K -$4.59K -32 -11%
WA
1579
WPG Advisers
Maryland
$32.2K -$18.1K -126 -34%
MMG
1580
Monetary Management Group
Missouri
$32.2K
FFO
1581
Fortitude Family Office
Arizona
$32.1K -$717 -5 -2%
GSWM
1582
Golden State Wealth Management
California
$31.5K
MCA
1583
Midwest Capital Advisors
Michigan
$31.5K
CPG
1584
Cornerstone Planning Group
New Jersey
$30.8K +$22.6K +158 +50%
CGA
1585
Compound Global Advisors
Washington
$30.6K
MWA
1586
Medallion Wealth Advisors
Connecticut
$30.4K
ME
1587
McIlrath & Eck
Washington
$30K -$5.59K -39 -14%
MSWA
1588
Marshall & Sterling Wealth Advisors
New York
$29.9K +$3.87K +27 +13%
RWA
1589
Redmont Wealth Advisors
Illinois
$29.8K
TWD
1590
True Wealth Design
Ohio
$29.8K +$32.2K +225 +3,750%
OP
1591
ORG Partners
Indiana
$29.6K -$28.1K -196 -46%
RF
1592
Roxbury Financial
New Jersey
$29.4K
HNW
1593
High Note Wealth
Minnesota
$28.4K
KSB
1594
Kennebec Savings Bank
Maine
$28.4K
SIS
1595
Sound Income Strategies
Florida
$28.1K +$32K +223 New
CYG
1596
Clean Yield Group
Vermont
$27.6K
AAG
1597
Armstrong Advisory Group
Massachusetts
$27.3K
AIM
1598
Arcadia Investment Management
Michigan
$27.2K -$40.8K -285 -57%
GWS
1599
Greykasell Wealth Strategies
California
$27.2K +$11.6K +81 +62%
BC
1600
Broadwater Capital
Massachusetts
$25.8K -$4.91M -34,282 -99%

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.