Fiserv

FI • NYSE

Fiserv is a information technology services company in the technology sector on NYSE, led by Michael P. Lyons, with a market cap of $34.3B. As of Q3 2025, 25% of shares are held by 1,016 institutional investors, with VANGUARD GROUP INC as the largest holder at 8.92%.

President and CEO-Elect, Chief Executive OfficerMichael P. Lyons

Market Cap$34.3B

Information Technology Services

Technology

Employees42.0K

Websitefiserv.com

Country

United States of America

Overview

Overview of institutional ownership in FI as of Q3 2025 with a market cap of $70.1B

All Institutions

Institutions: 1,016
Value Held: $17.4B
Shares Held: 135.5M
Avg Position: $17.2M
Median Position: $916.6K

Hedge Funds

Hedge Funds: 33
Value Held: $336.5M
Shares Held: 2.6M
Avg Position: $10.2M
Median Position: $1.3M

Ownership Breakdown

Institutional (non-HF)

24.42%

$17.1B

Hedge Funds

0.48%

$336.5M

Retail & Other

75.1%

$52.6B

Based on market cap of $70.1B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in FI as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$6.3B 0.09% of portfolio	8.92% 48.5M shares	Q4 2022 Held for 2y 10m	$6.69T
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$597.9M 0.19% of portfolio	0.85% 4.6M shares	Q4 2022 Held for 2y 10m	$322.72B
PARNASSUS INVESTMENTS /CA Long Only Manager	Benjamin Elliot Allen CEO	$529.6M 1.22% of portfolio	0.76% 4.1M shares	Q4 2022 Held for 2y 10m	$43.4B
SCHWAB CHARLES INVESTMENT MANAGEMENT INC Long Only Manager	Omar Aguilar Chavez CEO	$409.6M 0.07% of portfolio	0.58% 3.2M shares	Q4 2022 Held for 2y 10m	$620.51B
Bank of New York Mellon Corp Institution	Robin Vince CEO	$393.1M 0.07% of portfolio	0.56% 3.0M shares	Q4 2022 Held for 2y 10m	$556.34B
PITTENGER & ANDERSON INC RIA/Wealth	Daniel L Anderson Chairman	$371.0M 13.61% of portfolio	0.53% 2.9M shares	Q4 2022 Held for 2y 10m	$2.7B
L LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA RIA/Wealth	Charles-Frederick David Boit President	$362.1M 3.18% of portfolio	0.54% 2.9M shares	Q4 2022 Held for 2y 10m	$11.4B
JPMORGAN CHASE & CO Institution	Jamie Dimon CEO	$326.0M 0.02% of portfolio	0.47% 2.5M shares	Q4 2022 Held for 2y 10m	$1.56T
NORDEA INVESTMENT MANAGEMENT AB Institution	Paul Manning CEO	$258.9M 0.23% of portfolio	0.37% 2.0M shares	Q4 2022 Held for 2y 10m	$114.17B
A Assenagon Asset Management S.A. Institution	-	$258.4M 0.38% of portfolio	0.37% 2.0M shares	Q4 2022 Held for 2y 10m	$67.7B

Net Capital Flow

Institutional buying and selling activity for FI in Q3 2025

Net Flow: −$57.9B
Buyers: 385
Sellers: 1,192
Total Bought: +$657.7M
Total Sold: −$58.6B
Avg Position: $9.7M

Biggest Buyers

Institution	Net Bought	Current Position
Kovitz Investment Group Partners, LLC RIA/Wealth	+$72.7M +563.6K shares	$180.1M 1.4M shares
GOLUB GROUP LLC RIA/Wealth	+$42.4M +329.2K shares	$112.0M 868.5K shares
S SG Americas Securities, LLC Institution	+$39.9M +309.1K shares	$44.5M 344.9K shares
Focused Investors LLC Hedge Fund•Value	+$37.2M +288.7K shares	$202.6M 1.6M shares
Y Y-Intercept Ltd Private Equity	+$22.7M +175.7K shares	$30.4M 236.0K shares
Generate Investment Management Ltd Hedge Fund•Credit Arb	+$19.1M +148.2K shares	$41.3M 320.0K shares
F Fisher Funds Management LTD Institution	+$17.5M +135.7K shares	$38.9M 301.4K shares
Jarislowsky, Fraser Ltd Long Only Manager	+$16.2M +125.5K shares	$194.5M 1.5M shares
C Canoe Financial LP Private Equity	+$14.8M +115.0K shares	$54.0M 418.4K shares
Union Bankshares Corp Institution	+$13.9M +107.9K shares	$14.2M 110.3K shares

Biggest Sellers

Institution	Net Sold	Current Position
BlackRock, Inc. Institution	−$6.9B −40.1M shares	Sold Off 0 shares
DODGE & COX Long Only Manager	−$5.1B −29.7M shares	Sold Off 0 shares
STATE STREET CORP Institution	−$4.2B −24.1M shares	Sold Off 0 shares
C Capital World Investors Institution	−$3.3B −19.1M shares	Sold Off 0 shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	−$3.2B −18.7M shares	Sold Off 0 shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	−$2.1B −12.1M shares	Sold Off 0 shares
MORGAN STANLEY RIA/Wealth	−$1.9B −10.9M shares	Sold Off 0 shares
N Nuveen, LLC Institution	−$1.3B −7.6M shares	Sold Off 0 shares
FMR LLC Institution	−$1.0B −6.0M shares	Sold Off 0 shares
NORTHERN TRUST CORP RIA/Wealth	−$1.0B −6.0M shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited FI in Q3 2025

New Positions: 47
New Value: $177.6M
Exited Positions: 790
Exited Value: $56.4B

New Positions

Institution	Position Value
COOKE & BIELER LP Long Only Manager	$59.7M 463.3K shares
S Svenska Handelsbanken AB Institution	$25.8M 200.0K shares
A ANTIPODES PARTNERS Ltd Hedge Fund•Long/Short	$16.5M 127.6K shares
C Courant Investment Management LLC Hedge Fund•Value	$11.0M 85.0K shares
IMC-Chicago, LLC RIA/Wealth	$10.6M 82.5K shares
C COMMUNITY TRUST & INVESTMENT CO Fund of Funds	$10.1M 78.0K shares
LETSON INVESTMENT MANAGEMENT, INC. Institution	$9.4M 73.2K shares
Evergreen Wealth Management, LLC RIA/Wealth	$5.1M 39.3K shares
Cairn Investment Group, Inc. RIA/Wealth	$4.6M 35.4K shares
K Krasney Financial LLC RIA/Wealth	$3.8M 29.5K shares

Exited Positions

Institution	Previous Position
BlackRock, Inc. Institution	$6.9B 40.1M shares
DODGE & COX Long Only Manager	$5.1B 29.7M shares
STATE STREET CORP Institution	$4.2B 24.1M shares
C Capital World Investors Institution	$3.3B 19.1M shares
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	$3.2B 18.7M shares
GEODE CAPITAL MANAGEMENT LLC ETF Provider	$2.1B 12.1M shares
MORGAN STANLEY RIA/Wealth	$1.9B 10.9M shares
N Nuveen, LLC Institution	$1.3B 7.6M shares
FMR LLC Institution	$1.0B 6.0M shares
NORTHERN TRUST CORP RIA/Wealth	$1.0B 6.0M shares

Options Activity

Institutions with the largest Call and Put options positions in FI as of Q3 2025

Call Positions: 42
Call Value: $10.5M
Put Positions: 33
Put Value: $4.5M

Call Positions

Institution	Position Value
V Vontobel Holding Ltd. Institution	$4.1M 320.0 contracts
A Allianz Asset Management AG Institution	$3.6M 276.0 contracts
D Delta Accumulation, LLC Hedge Fund•Vol Arbitrage	$2.5M 140.0 contracts
Q QVR LLC Hedge Fund•Vol Arbitrage	$206.3K 16.0 contracts
INGALLS & SNYDER LLC RIA/Wealth	$25.8K 2.0 contracts
MAI Wealth Advisors RIA/Wealth	$12.9K - contracts
R Raiffeisen Bank International AG Institution	$5.8K 0.5 contracts
Hudson Bay Capital Management LP Institution	- - contracts
T TCG Advisory Services, LLC RIA/Wealth	- - contracts
V Volterra Technologies LP Institution	- - contracts

Put Positions

Institution	Position Value
A Allianz Asset Management AG Institution	$3.5M 272.0 contracts
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC RIA/Wealth	$713.5K 168.4 contracts
H HB Wealth Management, LLC RIA/Wealth	$219.2K 17.0 contracts
V Vontobel Holding Ltd. Institution	$64.5K 5.0 contracts
Hudson Bay Capital Management LP Institution	- - contracts
E Eisler Capital Management Ltd. Institution	- - contracts
V Volterra Technologies LP Institution	- - contracts
UBS Group AG Institution	- - contracts
S SIG BROKERAGE, LP Institution	- - contracts
J JANE STREET GROUP, LLC Institution	- - contracts

Most Committed Institutions

Institutions with FI as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
PITTENGER & ANDERSON INC RIA/Wealth	Daniel L Anderson Chairman	13.61% $371.0M	0.53% 2.9M shares	Q4 2022 Held for 2y 10m	$2.7B
S Svenska Handelsbanken AB Institution	-	9.03% $25.8M	0.04% 200.0K shares	Q3 2025 Held for 1 month	$285.6M
C Courant Investment Management LLC Hedge Fund•Value	Claude [Nmn] Leveille Managing Partner	8.66% $11.0M	0.02% 85.0K shares	Q3 2025 Held for 1 month	$126.5M
Focused Investors LLC Hedge Fund•Value	Nugroho (Nmn) Soeharto Managing Partner	6.20% $202.6M	0.29% 1.6M shares	Q4 2022 Held for 2y 10m	$3.3B
CORTLAND ASSOCIATES INC/MO RIA/Wealth	William Mckinley Carey President	5.17% $39.6M	0.06% 307.4K shares	Q4 2022 Held for 2y 10m	$767.0M
H HILLMAN CO Institution	-	5.16% $16.7M	0.02% 129.6K shares	Q4 2022 Held for 2y 10m	$323.9M
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID RIA/Wealth	Jolanta Margaret Wysocka CEO	5.07% $32.4M	0.05% 251.5K shares	Q4 2022 Held for 2y 10m	$639.0M
GOLUB GROUP LLC RIA/Wealth	Colin Matthew Higgins CEO	4.79% $112.0M	0.16% 868.5K shares	Q4 2022 Held for 2y 10m	$2.3B
C CLARK ESTATES INC/NY Institution	-	4.60% $19.4M	0.03% 150.3K shares	Q4 2022 Held for 2y 10m	$421.5M
BROOKTREE CAPITAL MANAGEMENT RIA/Wealth	Hunter Eric Lewis President	4.54% $7.1M	0.01% 55.4K shares	Q4 2022 Held for 2y 10m	$157.4M

Hedge Fund Spotlight

Discover hedge funds investing in FI

J.W. COLE ADVISORS, INC.

Portfolio Value: $5.2B
Positions: 1,519
Last Reported: Q3 2025

Sector Allocation

Position in Fiserv

Market Value: $885.7K
Shares Held: 6.9K
Portfolio Weight: 0.02%
Owned Since: 2023-Q4

Top Holding	Sector	Market Value	Weight
1 Apple AAPL	Consumer Electronics Technology	$302.0M	5.79%
2 Nvidia NVDA	Semiconductors Technology	$179.2M	3.44%
3 Microsoft MSFT	Software - Infrastructure Technology	$134.1M	2.57%