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
CICC
751
Capital Investment Counsel (Colorado)
Colorado
$634K
USCWA
752
U.S. Capital Wealth Advisors
Texas
$627K
TFA
753
Trinity Financial Advisors
Ohio
$626K
AIM
754
Advyzon Investment Management
Illinois
$624K
HT
755
Heritage Trust
Oklahoma
$621K
BF
756
BOK Financial
Oklahoma
$619K
HI
757
Horizon Investments
North Carolina
$612K
VWM
758
Venturi Wealth Management
Texas
$611K
CFG
759
Cooper Financial Group
California
$607K
BCM
760
Brookstone Capital Management
Illinois
$605K
AG
761
Ascent Group
Virginia
$604K
CAG
762
Cypress Advisory Group
Arizona
$603K
AAP
763
Arax Advisory Partners
Colorado
$601K
ACA
764
Aptus Capital Advisors
Alabama
$592K
FMI
765
Factory Mutual Insurance
Massachusetts
$591K
TG
766
TCW Group
California
$589K
KFI
767
Key Financial Inc
Pennsylvania
$588K
ZBNA
768
Zions Bancorporation, National Association
Utah
$588K
LA
769
Legacy Advisors
Pennsylvania
$582K
HIA
770
Harbor Investment Advisory
Maryland
$582K
PG
771
Patten Group
Tennessee
$581K
GRP
772
Global Retirement Partners
California
$575K
APG
773
Abacus Planning Group
South Carolina
$569K
AWM
774
AE Wealth Management
Kansas
$569K
OA
775
Operose Advisors
Wisconsin
$568K