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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
WOSD
1951
WFA of San Diego
California
-$55.2K -320 Closed
TPWA
1952
Twin Peaks Wealth Advisors
California
-$39.4K -297 Closed
RFG
1953
REAP Financial Group
Texas
-$48.9K -284 Closed
KC
1954
Knuff & Co
California
-$37.9K -220 Closed
NC
1955
NewSquare Capital
Pennsylvania
-$37.9K -220 Closed
CS
1956
Clear Street
New York
-$34.5K -200 Closed
HIMS
1957
Hager Investment Management Services
New Hampshire
-$33.6K -195 Closed
BDL
1958
Banque de Luxembourg
Luxembourg
-$27.6K -125 Closed
WA
1959
Whipplewood Advisors
Colorado
-$16.6K -96 Closed
CIAS
1960
CBIZ Investment Advisory Services
Ohio
-$14.7K -85 Closed
BSB
1961
Bangor Savings Bank
Maine
-$13.1K -76 Closed
BCMLT
1962
Beacon Capital Management LLC (Tennessee)
Tennessee
-$13K -76 Closed
RAM
1963
Riggs Asset Management
Pennsylvania
-$12.8K -74 Closed
YP
1964
YANKCOM Partnership
South Dakota
-$10.7K -62 Closed
SAS
1965
Spurstone Advisory Services
Connecticut
-$10.3K -60 Closed
LFASL
1966
Lugano Financial Advisors SA (LFA)
Switzerland
-$9.14K -53 Closed
MPW
1967
MASECO Private Wealth
-$9.14K -53 Closed
GC
1968
GFG Capital
Florida
-$8.1K -47 Closed
IMC
1969
Investment Management Corporation
Virginia
-$7.41K -43 Closed
SHIM
1970
Stone House Investment Management
Pennsylvania
-$6.72K -39 Closed
MAWAG
1971
Mid-American Wealth Advisory Group
Missouri
-$6.38K -37 Closed
TIM
1972
Total Investment Management
Arizona
-$5.86K -34 Closed
LFA
1973
LGT Financial Advisors
Texas
-$5.69K -33 Closed
KIM
1974
Kestra Investment Management
Texas
-$6.63K -30 Closed
CCMI
1975
Creative Capital Management Investments
California
-$4.66K -27 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.