FISV

Fiserv Inc

1,366 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 661 reducing their positions, and 511 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

less ownership

Funds ownership:

less funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

48% less capital invested

Capital invested by funds: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
KAS
401
Kestra Advisory Services
Texas
$3.71M
HL
402
HeadInvest LLC
Maine
$3.69M
Wealthfront Advisers
403
Wealthfront Advisers
California
$3.69M
WDA
404
Wendell David Associates
New Hampshire
$3.67M
CMF
405
Counterpoint Mutual Funds
California
$3.67M
MWM
406
Meridian Wealth Management
Kentucky
$3.57M
FCH
407
Freestone Capital Holdings
Washington
$3.55M
CAG
408
Crestwood Advisors Group
Massachusetts
$3.52M
ARAM
409
Ardmore Road Asset Management
New York
$3.5M
DADC
410
D.A. Davidson & Co
Montana
$3.42M
IECM
411
Intrinsic Edge Capital Management
Illinois
$3.39M
OSAM
412
O'Shaughnessy Asset Management
Connecticut
$3.39M
N
413
Numerai
California
$3.34M
BCM
414
Buckhead Capital Management
Georgia
$3.28M
AAM
415
Auxier Asset Management
Oregon
$3.22M
GAM
416
Generali Asset Management
Italy
$3.21M
LCM
417
Liberty Capital Management
Michigan
$3.2M
CIG
418
Cairn Investment Group
Washington
$3.12M
SP
419
Saranac Partners
$3.11M
OQS
420
Occudo Quantitative Strategies
Florida
$3.07M
CRC
421
Curi RMB Capital
Illinois
$3.07M
LDB
422
Lee, Danner & Bass
Tennessee
$3.06M
RVM
423
Robinson Value Management
Texas
$3.02M
MA
424
Montag & Associates
Georgia
$3.02M
Northwestern Mutual Wealth Management
425
Northwestern Mutual Wealth Management
Wisconsin
$3.02M