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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
JHCP
651
Jackson Hole Capital Partners
Oklahoma
$642K +$10.6K +172 +2%
PIM
652
Penobscot Investment Management
Massachusetts
$638K
AAS
653
Annex Advisory Services
Wisconsin
$633K -$101K -1,627 -13%
WANY
654
Wealthspire Advisors (New York)
New York
$630K +$54.9K +887 +9%
RCAG
655
Rehmann Capital Advisory Group
Michigan
$625K +$17.5K +283 +3%
PGFC
656
Peapack-Gladstone Financial Corp
New Jersey
$622K +$89.9K +1,453 +15%
CF
657
Convergence Financial
Missouri
$616K +$31.3K +506 +5%
BP
658
Ballentine Partners
Massachusetts
$604K +$340K +5,491 +103%
FPAS
659
Focus Partners Advisor Solutions
Missouri
$602K +$479K +7,745 +255%
FHA
660
Flagship Harbor Advisors
Massachusetts
$601K +$78.3K +1,266 +13%
NSUP
661
NLB Skladi upravljanje premozenja
$600K -$406K -6,559 -38%
Fayez Sarofim & Co
662
Fayez Sarofim & Co
Texas
$600K -$117K -1,896 -15%
RFC
663
Regions Financial Corp
Alabama
$595K -$209K -3,374 -24%
PPWP
664
Premier Path Wealth Partners
New Jersey
$595K -$222K -3,593 -25%
MWM
665
Mission Wealth Management
California
$592K +$15.6K +252 +2%
PWM
666
Power Wealth Management
Georgia
$591K -$371 -6 -0.1%
HCM
667
Howland Capital Management
Massachusetts
$591K -$53K -856 -7%
Walleye Capital
668
Walleye Capital
New York
$589K -$23.3M -375,957 -97%
VI
669
Vestcor Inc
New Brunswick, Canada
$589K
TCA
670
Transcend Capital Advisors
New Jersey
$586K +$403K +6,516 +164%
BBHC
671
Brown Brothers Harriman & Co
New York
$584K +$178K +2,881 +38%
SPIA
672
Steward Partners Investment Advisory
New York
$581K -$3.18M -51,359 -83%
BWG
673
Boomfish Wealth Group
Georgia
$578K -$1.36K -22 -0.2%
CCT
674
Capital City Trust
Florida
$576K -$509K -8,231 -44%
KCM
675
Kendall Capital Management
Maryland
$574K -$23.2K -375 -4%