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FISV

Fiserv Inc

1,252 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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)

47% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 241

Holders
1,252
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$617M
Puts
$501M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
PIM
651
Penobscot Investment Management
Massachusetts
$638K
AAS
652
Annex Advisory Services
Wisconsin
$633K
WANY
653
Wealthspire Advisors (New York)
New York
$630K
RCAG
654
Rehmann Capital Advisory Group
Michigan
$625K
PGFC
655
Peapack-Gladstone Financial Corp
New Jersey
$622K
CF
656
Convergence Financial
Missouri
$616K
BP
657
Ballentine Partners
Massachusetts
$604K
FPAS
658
Focus Partners Advisor Solutions
Missouri
$602K
FHA
659
Flagship Harbor Advisors
Massachusetts
$601K
NSUP
660
NLB Skladi upravljanje premozenja
$600K
Fayez Sarofim & Co
661
Fayez Sarofim & Co
Texas
$600K
RFC
662
Regions Financial Corp
Alabama
$595K
PPWP
663
Premier Path Wealth Partners
New Jersey
$595K
MWM
664
Mission Wealth Management
California
$592K
PWM
665
Power Wealth Management
Georgia
$591K
HCM
666
Howland Capital Management
Massachusetts
$591K
Walleye Capital
667
Walleye Capital
New York
$589K
VI
668
Vestcor Inc
New Brunswick, Canada
$589K
TCA
669
Transcend Capital Advisors
New Jersey
$586K
BBHC
670
Brown Brothers Harriman & Co
New York
$584K
SPIA
671
Steward Partners Investment Advisory
New York
$581K
BWG
672
Boomfish Wealth Group
Georgia
$578K
CCT
673
Capital City Trust
Florida
$576K
KCM
674
Kendall Capital Management
Maryland
$574K
SW
675
SlateStone Wealth
Florida
$573K