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FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $617M | Put options by funds: $501M

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

46% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% of All Funds
15.43%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
IHL
451
Investment House LLC
California
$1.76M +$1.95M +31,535 New
AAM
452
Advisors Asset Management
Colorado
$1.76M -$642K -10,373 -25%
ADMI
453
Albert D. Mason Inc
Massachusetts
$1.75M +$699K +11,302 +56%
P
454
&Partners
Tennessee
$1.75M +$50.5K +816 +3%
DDC
455
DF Dent & Co
Maryland
$1.75M -$68.1K -1,100 -3%
MIC
456
Maxi Investments CY
Cyprus
$1.75M
CIS
457
Capital International Sarl
California
$1.72M +$1.43M +23,155 +303%
HIMCH
458
Hartford Investment Management Co (HIMCO)
Connecticut
$1.71M -$22.6K -366 -1%
TFG
459
Taylor Financial Group
Virginia
$1.7M +$164K +2,644 +9%
UCFA
460
United Capital Financial Advisors
Texas
$1.7M +$51.4K +831 +3%
WA
461
WP Advisors
California
$1.69M +$1.88M +30,307 New
HWM
462
HB Wealth Management
Georgia
$1.69M +$286K +4,629 +18%
IWC
463
Integrated Wealth Concepts
Massachusetts
$1.67M +$910K +14,699 +96%
OC
464
Oarsman Capital
Wisconsin
$1.67M -$56.8K -918 -3%
NA
465
NewEdge Advisors
Louisiana
$1.67M +$130K +2,093 +8%
SAM
466
Sagewood Asset Management
New York
$1.66M -$648K -10,466 -26%
NNPTE
467
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$1.64M
FCM
468
Fairbanks Capital Management
California
$1.64M +$71.7K +1,158 +4%
ASN
469
Advisory Services Network
Georgia
$1.64M +$165K +2,671 +10%
PA
470
Perennial Advisors
New York
$1.64M -$127K -2,060 -7%
BIM
471
Bridges Investment Management
Nebraska
$1.63M +$52.4K +847 +3%
STA
472
Summit Trail Advisors
New York
$1.63M -$540K -8,732 -23%
BCM
473
Birch Capital Management
Texas
$1.61M +$481K +7,773 +37%
CB
474
Community Bank
New York
$1.57M +$313K +5,060 +22%
MFG
475
Merit Financial Group
Georgia
$1.56M +$448K +7,243 +35%