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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
22.74%
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
HHRDM
1851
H&H Retirement Design & Management
Nevada
-$324K -1,959 Closed
LAS
1852
Lloyd Advisory Services
Georgia
-$334K -1,936 Closed
IC
1853
Iconiq Capital
California
-$326K -1,893 Closed
DP
1854
Dearborn Partners
Illinois
-$322K -1,867 Closed
CAU
1855
Caxton Associates (UK)
-$317K -1,837 Closed
LPAM
1856
Lodestar Private Asset Management
California
-$316K -1,830 Closed
SI
1857
Seeds Investor
New York
-$301K -1,747 Closed
BIG
1858
Brookwood Investment Group
Arizona
-$301K -1,743 Closed
ARC
1859
Advisor Resource Council
Texas
-$300K -1,739 Closed
KFS
1860
Kaizen Financial Strategies
California
-$300K -1,738 Closed
SCM
1861
Sandler Capital Management
New York
-$293K -1,700 Closed
RSA
1862
River Street Advisors
Illinois
-$285K -1,651 Closed
SWM
1863
SeaCrest Wealth Management
New York
-$282K -1,633 Closed
AHC
1864
Adell Harriman & Carpenter
Texas
-$277K -1,608 Closed
FMTC
1865
Farmers & Merchants Trust Company
California
-$277K -1,607 Closed
DTL
1866
Dynamic Technology Lab
Singapore
-$276K -1,600 Closed
BAM
1867
Berkshire Asset Management
Pennsylvania
-$274K -1,588 Closed
VA
1868
Valmark Advisers
Ohio
-$272K -1,575 Closed
RCP
1869
Rothschild Capital Partners
New York
-$266K -1,540 Closed
SW
1870
SMART Wealth
Nebraska
-$264K -1,528 Closed
AAMA
1871
Advanced Asset Management Advisors
Ohio
-$263K -1,525 Closed
IAMOG
1872
Investors Asset Management of Georgia
Georgia
-$262K -1,522 Closed
RIA
1873
Richwood Investment Advisors
Ohio
-$260K -1,510 Closed
AWM
1874
Accurate Wealth Management
Florida
-$255K -1,505 Closed
GA
1875
Goldstein Advisors
Wisconsin
-$259K -1,500 Closed

FISV Hedge Fund Activity: Q3 2025 in Review

1,734 of the 7,627 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.