FISV

Fiserv Inc

1,383 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 210 funds opening new positions, 415 increasing their positions, 664 reducing their positions, and 514 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)

59% less first-time investments, than exits

New positions opened: 210 | Existing positions closed: 514

Holders
1,383
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
$1.04B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CF
726
Convergence Financial
Missouri
$708K
FMWA
727
Forvis Mazars Wealth Advisors
Missouri
$708K
SC
728
SummitTX Capital
Texas
$706K
JFGIW
729
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K
WANY
730
Wealthspire Advisors (New York)
New York
$699K
BWG
731
Boomfish Wealth Group
Georgia
$697K
AF
732
Advisornet Financial
Minnesota
$697K
MWM
733
Mission Wealth Management
California
$696K
TAM
734
Tocqueville Asset Management
New York
$694K
IRP
735
Investment Research Partners
Pennsylvania
$684K
PCIA
736
Prime Capital Investment Advisors
Kansas
$680K
LRPA
737
L. Roy Papp & Associates
Arizona
$673K
MAM
738
Monaco Asset Management
Monaco
$672K
MC
739
Moors & Cabot
Massachusetts
$670K
TE
740
Tema ETFs
New York
$669K
UB
741
UMB Bank
Missouri
$660K
AWC
742
Abundance Wealth Counselors
Pennsylvania
$658K
MWM
743
Moran Wealth Management
Florida
$656K
PGFC
744
Peapack-Gladstone Financial Corp
New Jersey
$652K
RBI
745
Raiffeisen Bank International
Austria
$647K
PDL
746
Portfolio Design Labs
California
$643K
AF
747
Avanza Fonder
Sweden
$642K
FHA
748
Flagship Harbor Advisors
Massachusetts
$639K
TIM
749
Triad Investment Management
California
$637K
LAIC
750
Lederer & Associates Investment Counsel
California
$635K