We are live on ! Find out more
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
AAP
701
Arax Advisory Partners
Colorado
$514K +$17.1K +276 +3%
PA
702
Procyon Advisors
Connecticut
$511K +$207K +3,343 +58%
HT
703
Heritage Trust
Oklahoma
$510K -$6.13K -99 -1%
TCIIS
704
TIAA-CREF Individual & Institutional Services
New York
$506K +$561K +9,073 New
CAM
705
Cresset Asset Management
Illinois
$505K -$191K -3,086 -25%
JCM
706
Jacobi Capital Management
Pennsylvania
$503K +$106K +1,708 +23%
AWA
707
Aaron Wealth Advisors
Illinois
$502K -$427K -6,897 -43%
CFG
708
Cooper Financial Group
California
$501K -$3.71K -60 -0.7%
TG
709
TCW Group
California
$498K +$9.71K +157 +2%
EHWM
710
Eads & Heald Wealth Management
Georgia
$497K -$107K -1,734 -16%
CCM
711
Chiron Capital Management
Florida
$497K +$551K +8,902 New
MMA
712
Miracle Mile Advisors
California
$496K +$72.1K +1,166 +15%
LA
713
Legacy Advisors
Pennsylvania
$492K +$9.9K +160 +2%
FMI
714
Factory Mutual Insurance
Massachusetts
$491K
PA
715
Parallel Advisors
California
$490K -$206K -3,327 -27%
EPW
716
Evolve Private Wealth
California
$490K +$543K +8,779 New
KFI
717
Key Financial Inc
Pennsylvania
$489K
JFGIW
718
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$485K -$111K -1,793 -17%
AWM
719
Apollon Wealth Management
South Carolina
$481K +$34K +549 +7%
LCM
720
Lazari Capital Management
California
$477K +$178K +2,880 +51%
APG
721
Abacus Planning Group
South Carolina
$472K -$928 -15 -0.2%
PFGIA
722
Patriot Financial Group Insurance Agency
Massachusetts
$468K +$519K +8,380 New
KF
723
Krilogy Financial
Missouri
$467K +$158K +2,561 +52%
LIA
724
LS Investment Advisors
Michigan
$466K -$3.54M -57,229 -87%
WF
725
Wayfinding Financial
Washington
$464K +$619 +10 +0.1%