FISV

Fiserv Inc

1,368 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 662 reducing their positions, and 511 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

48% less capital invested

Capital invested by funds: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,368
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
AAS
676
Annex Advisory Services
Wisconsin
$872K
MAS
677
Meeder Advisory Services
Ohio
$869K
ECM
678
EagleClaw Capital Management
Massachusetts
$869K
SPC
679
Spirepoint Private Client
Florida
$869K
CWMK
680
Caliber Wealth Management (Kansas)
Kansas
$864K
CSP
681
Cary Street Partners
Virginia
$858K
LFAS
682
Level Four Advisory Services
Texas
$857K
BC
683
Bridgefront Capital
Texas
$855K
Fayez Sarofim & Co
684
Fayez Sarofim & Co
Texas
$850K
FCM
685
Fieldview Capital Management
Michigan
$842K
TIAA Trust, National Association
686
TIAA Trust, National Association
North Carolina
$841K
AA
687
ALPS Advisors
Colorado
$836K
RSVP
688
Ramsay Stattman Vela & Price
Colorado
$835K
RMCM
689
Reynders McVeigh Capital Management
Massachusetts
$831K
PAM
690
Palisade Asset Management
Minnesota
$830K
CCM
691
Coldstream Capital Management
Washington
$825K
CAM
692
Cresset Asset Management
Illinois
$816K
PA
693
Parallel Advisors
California
$813K
KA
694
Kovack Advisors
Florida
$812K
SC
695
Sawyer & Company
Massachusetts
$810K
FNT
696
First National Trust
Pennsylvania
$810K
LSV Asset Management
697
LSV Asset Management
Illinois
$808K
OAM
698
Ostrum Asset Management
France
$806K
Balyasny Asset Management
699
Balyasny Asset Management
Illinois
$805K
Boston Partners
700
Boston Partners
Massachusetts
$804K