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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
1IA
1876
1834 Investment Advisors
Wisconsin
-$257K -1,489 Closed
SAG
1877
SageView Advisory Group
California
-$208K -1,489 Closed
KCM
1878
Kathmere Capital Management
Pennsylvania
-$257K -1,488 Closed
RT
1879
Rockland Trust
Massachusetts
-$255K -1,480 Closed
CAAS
1880
Capital Asset Advisory Services
Michigan
-$251K -1,456 Closed
CAG
1881
Csenge Advisory Group
Florida
-$235K -1,446 Closed
AWA
1882
AGH Wealth Advisors
Kansas
-$249K -1,442 Closed
CCA
1883
Cottonwood Capital Advisors
Utah
-$247K -1,435 Closed
JSSH
1884
J. Safra Sarasin Holding
-$247K -1,435 Closed
CAM
1885
Claret Asset Management
Quebec, Canada
-$247K -1,433 Closed
ACM
1886
Alethea Capital Management
Washington
-$247K -1,432 Closed
SSWM
1887
Sheets Smith Wealth Management
North Carolina
-$246K -1,429 Closed
UWM
1888
USAdvisors Wealth Management
Minnesota
-$246K -1,428 Closed
RA
1889
RFG Advisory
Alabama
-$245K -1,422 Closed
RZH
1890
Relyea Zuckerberg Hanson
Connecticut
-$245K -1,420 Closed
IP
1891
Isthmus Partners
Wisconsin
-$243K -1,408 Closed
OPWM
1892
Oregon Pacific Wealth Management
Oregon
-$241K -1,396 Closed
OHWP
1893
Oak Harbor Wealth Partners
North Carolina
-$238K -1,379 Closed
EA
1894
Ergawealth Advisors
Illinois
-$238K -1,378 Closed
MFWP
1895
Mosaic Family Wealth Partners
Missouri
-$236K -1,371 Closed
SWA
1896
Strategies Wealth Advisors
Michigan
-$235K -1,365 Closed
CP
1897
Castleview Partners
Texas
-$234K -1,356 Closed
SWM
1898
Seed Wealth Management
Illinois
-$233K -1,350 Closed
IA
1899
IAM Advisory
Pennsylvania
-$229K -1,328 Closed
TWM
1900
Tradition Wealth Management
Minnesota
-$228K -1,323 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.