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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
CCA
1901
Cobblestone Capital Advisors
New York
-$227K -1,315 Closed
ESB
1902
Essex Savings Bank
Connecticut
-$226K -1,311 Closed
VCP
1903
Verus Capital Partners
Arizona
-$226K -1,311 Closed
WA1
1904
Wimmer Associates 1
California
-$226K -1,310 Closed
AMM
1905
American Money Management
California
-$226K -1,309 Closed
PWPS
1906
Pinnacle Wealth Planning Services
Ohio
-$224K -1,299 Closed
CA
1907
Capital Advantage
California
-$223K -1,295 Closed
EAM
1908
Empirical Asset Management
Massachusetts
-$223K -1,293 Closed
FFA
1909
Fragasso Financial Advisors
Pennsylvania
-$223K -1,292 Closed
BF
1910
bLong Financial
Tennessee
-$222K -1,288 Closed
ML
1911
McAdam LLC
Pennsylvania
-$222K -1,287 Closed
IIM
1912
Ipswich Investment Management
Massachusetts
-$222K -1,285 Closed
KP
1913
Kitching Partners
Pennsylvania
-$221K -1,284 Closed
PPW
1914
Presilium Private Wealth
Pennsylvania
-$221K -1,283 Closed
LSA
1915
Lion Street Advisors
Texas
-$220K -1,277 Closed
KOMWMG
1916
Kerntke Otto McGlone Wealth Management Group
Wisconsin
-$217K -1,261 Closed
KSWWM
1917
Keyes Stange & Wooten Wealth Management
Florida
-$217K -1,259 Closed
PWM
1918
Pines Wealth Management
North Carolina
-$221K -1,258 Closed
AGC
1919
Aspen Grove Capital
Colorado
-$216K -1,252 Closed
CDWM
1920
Campbell Deegan Wealth Management
Virginia
-$215K -1,249 Closed
CCA
1921
Carrera Capital Advisors
Michigan
-$215K -1,249 Closed
MCM
1922
Monument Capital Management
Virginia
-$214K -1,241 Closed
1WM
1923
1858 Wealth Management
Ohio
-$213K -1,236 Closed
OAM
1924
Oxford Asset Management
United Kingdom
-$212K -1,228 Closed
BFG
1925
Birch Financial Group
New Hampshire
-$208K -1,204 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.