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
USCWA
751
U.S. Capital Wealth Advisors
Texas
$627K
TFA
752
Trinity Financial Advisors
Ohio
$626K
AIM
753
Advyzon Investment Management
Illinois
$624K
HT
754
Heritage Trust
Oklahoma
$621K
BF
755
BOK Financial
Oklahoma
$619K
HI
756
Horizon Investments
North Carolina
$612K
VWM
757
Venturi Wealth Management
Texas
$611K
CFG
758
Cooper Financial Group
California
$607K
BCM
759
Brookstone Capital Management
Illinois
$605K
AG
760
Ascent Group
Virginia
$604K
CAG
761
Cypress Advisory Group
Arizona
$603K
AAP
762
Arax Advisory Partners
Colorado
$601K
ACA
763
Aptus Capital Advisors
Alabama
$592K
FMI
764
Factory Mutual Insurance
Massachusetts
$591K
TG
765
TCW Group
California
$589K
KFI
766
Key Financial Inc
Pennsylvania
$588K
ZBNA
767
Zions Bancorporation, National Association
Utah
$588K
LA
768
Legacy Advisors
Pennsylvania
$582K
HIA
769
Harbor Investment Advisory
Maryland
$582K
PG
770
Patten Group
Tennessee
$581K
GRP
771
Global Retirement Partners
California
$575K
APG
772
Abacus Planning Group
South Carolina
$569K
AWM
773
AE Wealth Management
Kansas
$569K
OA
774
Operose Advisors
Wisconsin
$568K
DSC
775
Duncker Streett & Co
Missouri
$566K