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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $617M | Put options by funds: $501M

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

46% less first-time investments, than exits

New positions opened: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% of All Funds
15.43%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
BAAM
751
Baker Avenue Asset Management
California
$429K +$105K +1,702 +28%
IDA
752
Intelligence Driven Advisers
California
$428K -$62 -1 -0%
IWM
753
IHT Wealth Management
Illinois
$427K +$1.24K +20 +0.3%
KA
754
Kerrisdale Advisers
Florida
$426K
GC
755
Grimes & Company
Massachusetts
$424K -$23.8K -384 -5%
RCM
756
Radnor Capital Management
Pennsylvania
$420K
GT
757
Greenleaf Trust
Michigan
$417K +$78.1K +1,263 +20%
HIA
758
Harbor Investment Advisory
Maryland
$415K -$75.1K -1,214 -14%
RIL
759
Rothschild Investment LLC
Illinois
$410K +$347K +5,608 +322%
AA
760
Addison Advisors
Vermont
$409K -$2.91K -47 -0.6%
FMI
761
Frec Markets Inc
California
$408K +$452K +7,313 New
WJWM
762
Williams Jones Wealth Management
New York
$407K
MCCA
763
Mill Creek Capital Advisors
Pennsylvania
$402K +$743 +12 +0.2%
MCC
764
Malaga Cove Capital
California
$400K -$13.4K -217 -3%
CIM
765
Caldwell Investment Management
Ontario, Canada
$399K +$452K +7,300 New
AIM
766
Aigen Investment Management
New York
$397K -$1.12M -18,181 -72%
IAMOG
767
Investors Asset Management of Georgia
Georgia
$397K +$8.35K +135 +2%
LC
768
Landaas & Company
Wisconsin
$396K -$44.1K -712 -9%
HAI
769
Hennessy Advisors Inc
California
$391K -$61.9K -1,000 -13%
OA
770
Operose Advisors
Wisconsin
$390K -$90.3K -1,459 -17%
HTC
771
Haverford Trust Company
Pennsylvania
$390K -$23.4K -378 -5%
Kovitz Investment Group Partners
772
Kovitz Investment Group Partners
Illinois
$385K -$4.58K -74 -1%
MMM
773
Mendel Money Management
Illinois
$383K -$87.4K -1,412 -17%
LFA
774
Legend Financial Advisors
Pennsylvania
$382K
SAI
775
Savvy Advisors Inc
New York
$381K +$209K +3,385 +98%

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,158 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.