FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
Northwestern Mutual Wealth Management
426
Northwestern Mutual Wealth Management
Wisconsin
$3.02M
MOS
427
MGO One Seven
Ohio
$3.01M
MGWM
428
Marks Group Wealth Management
Minnesota
$3M
IMCOOI
429
Investment Management Corp of Ontario (IMCO)
Canada
$3M
TRSOTSOK
430
Teachers Retirement System of the State of Kentucky
Kentucky
$3M
Vontobel Holding
431
Vontobel Holding
Switzerland
$2.99M
OFA
432
Oak Family Advisors
Illinois
$2.97M
VIM
433
Vinva Investment Management
Australia
$2.96M
BIG
434
Builder Investment Group
Georgia
$2.96M
BG
435
Bahl & Gaynor
Ohio
$2.9M
MML Investors Services
436
MML Investors Services
Massachusetts
$2.87M
EWM
437
Empirical Wealth Management
Washington
$2.84M
MGP
438
M&G plc
United Kingdom
$2.83M
AAM
439
Advisors Asset Management
Colorado
$2.81M
AA
440
Altrafin AG
$2.81M
DRD
441
Dennis R. Delaney
$2.8M
Carson Wealth (CWM LLC)
442
Carson Wealth (CWM LLC)
Nebraska
$2.79M
HBT
443
Hills Bank & Trust
Iowa
$2.78M
MCM
444
Monarch Capital Management
Indiana
$2.78M
CTA
445
Chesley Taft & Associates
Illinois
$2.78M
BMO
446
Beck Mack & Oliver
New York
$2.77M
Truist Financial
447
Truist Financial
North Carolina
$2.74M
SAM
448
Sagewood Asset Management
New York
$2.7M
AV
449
ASR Vermogensbeheer
Netherlands
$2.69M
BCM
450
Brooktree Capital Management
Michigan
$2.69M