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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
FC
1701
Financial Consulate
Maryland
$2.06K +$2.29K +16 New
VNA
1702
Valley National Advisers
Pennsylvania
$2K -$30K -209 -93%
PWA
1703
Principia Wealth Advisory
Texas
$1.93K -$1.43K -10 -40%
NL
1704
NVWM LLC
Pennsylvania
$1.93K +$143 +1 +7%
HWP
1705
Highline Wealth Partners
California
$1.8K -$1.58K -11 -44%
TPBG
1706
Turning Point Benefit Group
Maryland
$1.76K +$2.01K +14 New
ACA
1707
American Capital Advisory
Idaho
$1.68K +$860 +6 +86%
JFG
1708
JDM Financial Group
Texas
$1.68K
STB
1709
S&T Bank
Pennsylvania
$1.68K +$287 +2 +18%
WA
1710
WestEnd Advisors
North Carolina
$1.55K -$143 -1 -8%
DI
1711
DAGCO Inc
Ohio
$1.55K
TCB
1712
Texas Capital Bancshares
Texas
$1.55K +$1.72K +12 New
PS
1713
PayPay Securities
Japan
$1.53K
SAM
1714
Strive Asset Management
Ohio
$1.42K +$1.58K +11 New
CSC
1715
Caldwell Sutter Capital
California
$1.29K
AFWM
1716
Abich Financial Wealth Management
Virginia
$1.29K +$1.43K +10 New
QWM
1717
Quaker Wealth Management
New Jersey
$1.16K +$430 +3 +50%
DWA
1718
Delos Wealth Advisors
Texas
$1.03K
MWPCG
1719
Measured Wealth Private Client Group
New Hampshire
$1.03K +$1.15K +8 New
HFS
1720
Hughes Financial Services
Virginia
$1.02K +$1.43K +10 +167%
FIA
1721
FNY Investment Advisers
New York
$1K -$151K -1,055 -99%
PMAM
1722
Picton Mahoney Asset Management
Ontario, Canada
$1K
FCAS
1723
First Command Advisory Services
Texas
$903
AG
1724
AmeriFlex Group
Nevada
$774 +$860 +6 New
Q1WB
1725
Quest 10 Wealth Builders
Virginia
$664

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.