We are live on ! Find out more
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
CFG
626
Citizens Financial Group
Rhode Island
$703K +$117K +1,891 +18%
AA
627
ALPS Advisors
Colorado
$701K +$6.74K +109 +0.9%
AF
628
Allworth Financial
California
$699K +$270K +4,369 +54%
SL
629
Sentinus LLC
Illinois
$691K +$767K +12,391 New
EWA
630
EP Wealth Advisors
California
$691K -$278K -4,497 -27%
WETS
631
Wealth Enhancement Trust Services
South Dakota
$688K -$151K -2,444 -17%
PAM
632
Palisade Asset Management
Minnesota
$684K -$5.38K -87 -0.7%
PCM
633
Polymer Capital Management
New York
$682K -$394K -6,375 -34%
MPWT
634
MassMutual Private Wealth & Trust
Connecticut
$680K -$497K -8,025 -40%
RSVP
635
Ramsay Stattman Vela & Price
Colorado
$679K -$16.4K -265 -2%
MC
636
Matters Capital
Florida
$678K +$376K +6,072 +100%
LSV Asset Management
637
LSV Asset Management
Illinois
$674K +$3.4K +55 +0.5%
PCM
638
Prelude Capital Management
New York
$670K -$507K -8,197 -41%
NME
639
Notis-McConarty Edward
$668K -$1.42M -22,950 -66%
KA
640
Kovack Advisors
Florida
$666K -$4.89K -79 -0.7%
SC
641
Sawyer & Company
Massachusetts
$664K -$9.96K -161 -1%
BS
642
Banco Santander
Spain
$663K -$1.31M -21,114 -64%
DWM
643
Dakota Wealth Management
Florida
$661K +$532K +8,590 +264%
FMWA
644
Forvis Mazars Wealth Advisors
Missouri
$655K +$74.4K +1,203 +11%
PWM
645
Positano Wealth Management
$654K -$21.2K -342 -3%
JFG
646
Jefferies Financial Group
New York
$654K -$9.71K -157 -1%
AWC
647
Abundance Wealth Counselors
Pennsylvania
$653K +$118K +1,911 +20%
CPIG
648
Chicago Partners Investment Group
Illinois
$650K +$155K +2,509 +32%
MAS
649
Meeder Advisory Services
Ohio
$647K -$82.7K -1,336 -10%
Los Angeles Capital Management
650
Los Angeles Capital Management
California
$643K +$562K +9,077 +370%