FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$708K
SC
727
SummitTX Capital
Texas
$706K
JFGIW
728
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K
WANY
729
Wealthspire Advisors (New York)
New York
$699K
BWG
730
Boomfish Wealth Group
Georgia
$697K
AF
731
Advisornet Financial
Minnesota
$697K
MWM
732
Mission Wealth Management
California
$696K
TAM
733
Tocqueville Asset Management
New York
$694K
IRP
734
Investment Research Partners
Pennsylvania
$684K
PCIA
735
Prime Capital Investment Advisors
Kansas
$680K
LRPA
736
L. Roy Papp & Associates
Arizona
$673K
MAM
737
Monaco Asset Management
Monaco
$672K
MC
738
Moors & Cabot
Massachusetts
$670K
TE
739
Tema ETFs
New York
$669K
UB
740
UMB Bank
Missouri
$660K
AWC
741
Abundance Wealth Counselors
Pennsylvania
$658K
MWM
742
Moran Wealth Management
Florida
$656K
PGFC
743
Peapack-Gladstone Financial Corp
New Jersey
$652K
RBI
744
Raiffeisen Bank International
Austria
$647K
PDL
745
Portfolio Design Labs
California
$643K
AF
746
Avanza Fonder
Sweden
$642K
FHA
747
Flagship Harbor Advisors
Massachusetts
$639K
TIM
748
Triad Investment Management
California
$637K
LAIC
749
Lederer & Associates Investment Counsel
California
$635K
CICC
750
Capital Investment Counsel (Colorado)
Colorado
$634K