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
JFGIW
726
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K
WANY
727
Wealthspire Advisors (New York)
New York
$699K
BWG
728
Boomfish Wealth Group
Georgia
$697K
AF
729
Advisornet Financial
Minnesota
$697K
MWM
730
Mission Wealth Management
California
$696K
TAM
731
Tocqueville Asset Management
New York
$694K
IRP
732
Investment Research Partners
Pennsylvania
$684K
PCIA
733
Prime Capital Investment Advisors
Kansas
$680K
LRPA
734
L. Roy Papp & Associates
Arizona
$673K
MAM
735
Monaco Asset Management
Monaco
$672K
MC
736
Moors & Cabot
Massachusetts
$670K
TE
737
Tema ETFs
New York
$669K
UB
738
UMB Bank
Missouri
$660K
AWC
739
Abundance Wealth Counselors
Pennsylvania
$658K
MWM
740
Moran Wealth Management
Florida
$656K
PGFC
741
Peapack-Gladstone Financial Corp
New Jersey
$652K
RBI
742
Raiffeisen Bank International
Austria
$647K
PDL
743
Portfolio Design Labs
California
$643K
AF
744
Avanza Fonder
Sweden
$642K
FHA
745
Flagship Harbor Advisors
Massachusetts
$639K
TIM
746
Triad Investment Management
California
$637K
LAIC
747
Lederer & Associates Investment Counsel
California
$635K
CICC
748
Capital Investment Counsel (Colorado)
Colorado
$634K
USCWA
749
U.S. Capital Wealth Advisors
Texas
$627K
TFA
750
Trinity Financial Advisors
Ohio
$626K