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
HI
701
Harbour Investments
Wisconsin
$801K
WA
702
Waverly Advisors
Alabama
$798K
JFG
703
Jefferies Financial Group
New York
$798K
HCM
704
Howland Capital Management
Massachusetts
$768K
PIM
705
Penobscot Investment Management
Massachusetts
$768K
S
706
SignatureFD
Georgia
$763K
JHCP
707
Jackson Hole Capital Partners
Oklahoma
$762K
DZ Bank
708
DZ Bank
Germany
$759K
TC
709
TwinBeech Capital
New York
$754K
BST
710
Bath Savings Trust
Maine
$747K
AI
711
Atria Investments
North Carolina
$741K
KAM
712
Kazazian Asset Management
Florida
$739K
SAM
713
Steinberg Asset Management
New York
$734K
IIA
714
ICW Investment Advisors
Arizona
$729K
PS
715
Principal Securities
Iowa
$725K
CFG
716
Citizens Financial Group
Rhode Island
$720K
IBOK
717
Independence Bank of Kentucky
Kentucky
$719K
KCM
718
Kendall Capital Management
Maryland
$717K
EHWM
719
Eads & Heald Wealth Management
Georgia
$715K
PWM
720
Power Wealth Management
Georgia
$712K
WCM
721
Wisconsin Capital Management
Wisconsin
$712K
VI
722
Vestcor Inc
New Brunswick, Canada
$709K
CF
723
Convergence Financial
Missouri
$708K
FMWA
724
Forvis Mazars Wealth Advisors
Missouri
$708K
SC
725
SummitTX Capital
Texas
$706K