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
AIM
751
Advyzon Investment Management
Illinois
$624K
HT
752
Heritage Trust
Oklahoma
$621K
BF
753
BOK Financial
Oklahoma
$619K
HI
754
Horizon Investments
North Carolina
$612K
VWM
755
Venturi Wealth Management
Texas
$611K
CFG
756
Cooper Financial Group
California
$607K
BCM
757
Brookstone Capital Management
Illinois
$605K
AG
758
Ascent Group
Virginia
$604K
CAG
759
Cypress Advisory Group
Arizona
$603K
AAP
760
Arax Advisory Partners
Colorado
$601K
ACA
761
Aptus Capital Advisors
Alabama
$592K
FMI
762
Factory Mutual Insurance
Massachusetts
$591K
TG
763
TCW Group
California
$589K
KFI
764
Key Financial Inc
Pennsylvania
$588K
ZBNA
765
Zions Bancorporation, National Association
Utah
$588K
LA
766
Legacy Advisors
Pennsylvania
$582K
HIA
767
Harbor Investment Advisory
Maryland
$582K
PG
768
Patten Group
Tennessee
$581K
GRP
769
Global Retirement Partners
California
$575K
APG
770
Abacus Planning Group
South Carolina
$569K
AWM
771
AE Wealth Management
Kansas
$569K
OA
772
Operose Advisors
Wisconsin
$568K
DSC
773
Duncker Streett & Co
Missouri
$566K
TCOO
774
Trust Company of Oklahoma
Oklahoma
$564K
MC
775
Middleton & Co
Massachusetts
$563K