FISV

Fiserv Inc

1,383 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 415 increasing their positions, 664 reducing their positions, and 514 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)

59% less first-time investments, than exits

New positions opened: 210 | Existing positions closed: 514

Holders
1,383
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
$1.04B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MA
426
Montag & Associates
Georgia
$3.02M
Northwestern Mutual Wealth Management
427
Northwestern Mutual Wealth Management
Wisconsin
$3.02M
MOS
428
MGO One Seven
Ohio
$3.01M
MGWM
429
Marks Group Wealth Management
Minnesota
$3M
IMCOOI
430
Investment Management Corp of Ontario (IMCO)
Canada
$3M
TRSOTSOK
431
Teachers Retirement System of the State of Kentucky
Kentucky
$3M
Vontobel Holding
432
Vontobel Holding
Switzerland
$2.99M
OFA
433
Oak Family Advisors
Illinois
$2.97M
VIM
434
Vinva Investment Management
Australia
$2.96M
BIG
435
Builder Investment Group
Georgia
$2.96M
BG
436
Bahl & Gaynor
Ohio
$2.9M
MML Investors Services
437
MML Investors Services
Massachusetts
$2.87M
EWM
438
Empirical Wealth Management
Washington
$2.84M
MGP
439
M&G plc
United Kingdom
$2.83M
AAM
440
Advisors Asset Management
Colorado
$2.81M
AA
441
Altrafin AG
$2.81M
DRD
442
Dennis R. Delaney
$2.8M
Carson Wealth (CWM LLC)
443
Carson Wealth (CWM LLC)
Nebraska
$2.79M
HBT
444
Hills Bank & Trust
Iowa
$2.78M
MCM
445
Monarch Capital Management
Indiana
$2.78M
CTA
446
Chesley Taft & Associates
Illinois
$2.78M
BMO
447
Beck Mack & Oliver
New York
$2.77M
Truist Financial
448
Truist Financial
North Carolina
$2.74M
SAM
449
Sagewood Asset Management
New York
$2.7M
AV
450
ASR Vermogensbeheer
Netherlands
$2.69M