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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 515 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $725M

0.73% less ownership

Funds ownership: 88.6%87.87% (-0.73%)

19% less funds holding

Funds holding: 1,7301,394 (-336)

38% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 668

48% less capital invested

Capital invested by funds: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 515

Holders
1,394
Holders Change
-336
Holders Change %
-19.42%
% of All Funds
16.96%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.19%
New
217
Increased
415
Reduced
668
Closed
515
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
726
Kendall Capital Management
Maryland
$717K -$352K -4,205 -28%
EHWM
727
Eads & Heald Wealth Management
Georgia
$715K -$243K -2,908 -21%
PWM
728
Power Wealth Management
Georgia
$712K +$680K +8,128 +329%
WCM
729
Wisconsin Capital Management
Wisconsin
$712K -$1.6M -19,106 -64%
VI
730
Vestcor Inc
New Brunswick, Canada
$709K -$1.67M -20,000 -65%
CF
731
Convergence Financial
Missouri
$708K +$155K +1,851 +21%
FMWA
732
Forvis Mazars Wealth Advisors
Missouri
$708K -$897K -10,711 -50%
SC
733
SummitTX Capital
Texas
$706K +$880K +10,515 New
JFGIW
734
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$704K -$252K -3,014 -22%
WANY
735
Wealthspire Advisors (New York)
New York
$699K -$648K -7,742 -43%
BWG
736
Boomfish Wealth Group
Georgia
$697K
AF
737
Advisornet Financial
Minnesota
$697K -$34.4K -411 -4%
MWM
738
Mission Wealth Management
California
$696K +$62.4K +745 +8%
TAM
739
Tocqueville Asset Management
New York
$694K -$5.84M -69,806 -87%
IRP
740
Investment Research Partners
Pennsylvania
$684K -$8.96K -107 -1%
PCIA
741
Prime Capital Investment Advisors
Kansas
$680K -$1.36M -16,202 -62%
LRPA
742
L. Roy Papp & Associates
Arizona
$673K -$6.22M -74,345 -88%
MAM
743
Monaco Asset Management
Monaco
$672K +$837K +10,000 New
MC
744
Moors & Cabot
Massachusetts
$670K -$890K -10,634 -52%
TE
745
Tema ETFs
New York
$669K +$77.6K +927 +10%
UB
746
UMB Bank
Missouri
$660K -$49.3K -589 -6%
AWC
747
Abundance Wealth Counselors
Pennsylvania
$658K -$129K -1,537 -14%
MWM
748
Moran Wealth Management
Florida
$656K +$818K +9,771 New
PGFC
749
Peapack-Gladstone Financial Corp
New Jersey
$652K -$2.06M -24,625 -72%
RBI
750
Raiffeisen Bank International
Austria
$647K -$3.3M -39,409 -80%