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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
BWL
1676
Bogart Wealth LLC
Virginia
$5.42K +$573 +4 +11%
GA
1677
Guerra Advisors
Florida
$5.42K +$6.02K +42 New
DPW
1678
DiNuzzo Private Wealth
Pennsylvania
$5.25K -$143 -1 -3%
HFS
1679
Horizon Financial Services
North Carolina
$5.16K +$1.86K +13 +48%
T
1680
Tidemark
California
$5.03K +$287 +2 +5%
CCM
1681
Cloud Capital Management
Washington
$5K +$5.88K +41 New
BHWM
1682
Beaird Harris Wealth Management
Texas
$4.77K +$2.29K +16 +76%
TF
1683
Tompkins Financial
New York
$4.51K
VWA
1684
Valued Wealth Advisors
Utah
$4.38K
PSFG
1685
Park Square Financial Group
Georgia
$4.26K -$9.17K -64 -66%
EWP
1686
Elevation Wealth Partners
California
$4.25K +$4.73K +33 New
BL
1687
BFSG LLC
California
$4K
CC
1688
Corsicana & Co
Texas
$4K +$4.44K +31 New
FW
1689
Fairway Wealth
Ohio
$3.87K
FUBT
1690
First United Bank & Trust
Maryland
$3.74K
TCA
1691
Trifecta Capital Advisors
Illinois
$3.61K
MHR
1692
Matthew Hamilton Rosenberg
$3.35K -$10.6K -74 -74%
BHWM
1693
Bay Harbor Wealth Management
Maryland
$3.22K -$1K -7 -22%
GFWA
1694
Grey Fox Wealth Advisors
Delaware
$3.22K +$3.58K +25 New
TFM
1695
TFC Financial Management
Massachusetts
$3.1K -$143 -1 -4%
NMG
1696
New Millennium Group
Utah
$2.96K +$287 +2 +10%
SA
1697
Strategic Advocates
Utah
$2.96K +$3.3K +23 New
RWPA
1698
Richard W. Paul & Associates
Michigan
$2.58K -$2.01K -14 -41%
GEA
1699
Glen Eagle Advisors
New Jersey
$2.06K
SRCM
1700
Signature Resources Capital Management
California
$2.06K

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.