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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% 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
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
SIC
701
SFE Investment Counsel
California
$518K -$1.31M -21,122 -69%
BF
702
BOK Financial
Oklahoma
$516K +$2.17K +35 +0.4%
AAP
703
Arax Advisory Partners
Colorado
$514K +$17.1K +276 +3%
PA
704
Procyon Advisors
Connecticut
$511K +$207K +3,343 +58%
HT
705
Heritage Trust
Oklahoma
$510K -$6.13K -99 -1%
TCIIS
706
TIAA-CREF Individual & Institutional Services
New York
$506K +$561K +9,073 New
CAM
707
Cresset Asset Management
Illinois
$505K -$191K -3,086 -25%
JCM
708
Jacobi Capital Management
Pennsylvania
$503K +$106K +1,708 +23%
AWA
709
Aaron Wealth Advisors
Illinois
$502K -$427K -6,897 -43%
CFG
710
Cooper Financial Group
California
$501K -$3.71K -60 -0.7%
TG
711
TCW Group
California
$498K +$9.71K +157 +2%
EHWM
712
Eads & Heald Wealth Management
Georgia
$497K -$107K -1,734 -16%
CCM
713
Chiron Capital Management
Florida
$497K +$551K +8,902 New
MMA
714
Miracle Mile Advisors
California
$496K +$72.1K +1,166 +15%
LA
715
Legacy Advisors
Pennsylvania
$492K +$9.9K +160 +2%
FMI
716
Factory Mutual Insurance
Massachusetts
$491K
PA
717
Parallel Advisors
California
$490K -$206K -3,327 -27%
EPW
718
Evolve Private Wealth
California
$490K +$543K +8,779 New
KFI
719
Key Financial Inc
Pennsylvania
$489K
JFGIW
720
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$485K -$111K -1,793 -17%
AWM
721
Apollon Wealth Management
South Carolina
$481K +$34K +549 +7%
LCM
722
Lazari Capital Management
California
$477K +$178K +2,880 +51%
APG
723
Abacus Planning Group
South Carolina
$472K -$928 -15 -0.2%
PFGIA
724
Patriot Financial Group Insurance Agency
Massachusetts
$468K +$519K +8,380 New
KF
725
Krilogy Financial
Missouri
$467K +$158K +2,561 +52%

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,158 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.