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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 515 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $725M

0.73% less ownership

Funds ownership: 88.6%87.87% (-0.73%)

19% less funds holding

Funds holding: 1,7301,394 (-336)

38% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 668

48% less capital invested

Capital invested by funds: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 515

Holders
1,394
Holders Change
-336
Holders Change %
-19.42%
% of All Funds
16.96%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.19%
New
217
Increased
415
Reduced
668
Closed
515
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
EWA
626
EP Wealth Advisors
California
$1.13M +$1.41M +16,872 New
PCA
627
Peddock Capital Advisors
Massachusetts
$1.13M -$419K -5,009 -23%
BFG
628
Berger Financial Group
Minnesota
$1.13M -$117K -1,393 -8%
GCWM
629
Graham Capital Wealth Management
District of Columbia
$1.13M -$218K -2,604 -13%
CFO
630
Cambient Family Office
Michigan
$1.13M +$1.41M +16,805 New
CIA
631
Concurrent Investment Advisors
Florida
$1.12M -$265K -3,170 -16%
NSIM
632
North Star Investment Management
Illinois
$1.1M +$6.53K +78 +0.5%
SCM
633
Sterling Capital Management
North Carolina
$1.07M -$138K -1,650 -9%
AWA
634
Aaron Wealth Advisors
Illinois
$1.07M +$946K +11,304 +246%
AC
635
AXQ Capital
New Jersey
$1.06M +$834K +9,962 +171%
BBCM
636
Broad Bay Capital Management
New York
$1.06M +$1.32M +15,744 New
FRM
637
Fox Run Management
Connecticut
$1.05M +$426K +5,085 +48%
ACM
638
Argyle Capital Management
Pennsylvania
$1.05M -$40.2K -480 -3%
CAC
639
Core Alternative Capital
Georgia
$1.04M -$1.48M -17,652 -53%
PAM
640
Panagora Asset Management
Massachusetts
$1.03M +$395K +4,714 +44%
WIA
641
Wealthedge Investment Advisors
New York
$1.03M +$1.29M +15,358 New
DT
642
Diversified Trust
Tennessee
$1.03M -$4.06M -48,539 -76%
Luther King Capital Management (LKCM)
643
Luther King Capital Management (LKCM)
Texas
$1.03M -$14.1M -168,464 -92%
WA
644
Whitebox Advisors
Minnesota
$1.03M +$1.28M +15,302 New
LOAMS
645
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.02M -$435K -5,200 -25%
IWC
646
Integrated Wealth Concepts
Massachusetts
$1.02M -$104K -1,246 -8%
FB
647
Fulton Bank
Pennsylvania
$1.02M -$138K -1,643 -10%
GT
648
Glenmede Trust
Pennsylvania
$1.01M +$1.26M +15,096 New
AEPWM
649
Atlantic Edge Private Wealth Management
Florida
$1.01M -$271K -3,235 -18%
ETC
650
Exchange Traded Concepts
Oklahoma
$1.01M +$842K +10,056 +202%