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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 516 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: 1,7311,394 (-337)

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: 516

Holders
1,394
Holders Change
-337
Holders Change %
-19.47%
% 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
516
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
PDL
751
Portfolio Design Labs
California
$643K +$59.8K +714 +8%
AF
752
Avanza Fonder
Sweden
$642K +$800K +9,555 New
FHA
753
Flagship Harbor Advisors
Massachusetts
$639K +$426K +5,091 +115%
TIM
754
Triad Investment Management
California
$637K +$794K +9,490 New
LAIC
755
Lederer & Associates Investment Counsel
California
$635K -$117K -1,395 -13%
CICC
756
Capital Investment Counsel (Colorado)
Colorado
$634K +$791K +9,443 New
USCWA
757
U.S. Capital Wealth Advisors
Texas
$627K +$152K +1,819 +24%
TFA
758
Trinity Financial Advisors
Ohio
$626K -$771K -9,211 -50%
AIM
759
Advyzon Investment Management
Illinois
$624K +$631K +7,534 +431%
HT
760
Heritage Trust
Oklahoma
$621K -$3.47M -41,508 -82%
BF
761
BOK Financial
Oklahoma
$619K -$143K -1,709 -16%
HI
762
Horizon Investments
North Carolina
$612K -$342K -4,086 -31%
VWM
763
Venturi Wealth Management
Texas
$611K -$6.98M -83,410 -90%
CFG
764
Cooper Financial Group
California
$607K +$80K +956 +12%
BCM
765
Brookstone Capital Management
Illinois
$605K +$10.2K +122 +1%
AG
766
Ascent Group
Virginia
$604K -$1.89M -22,546 -71%
CAG
767
Cypress Advisory Group
Arizona
$603K -$521K -6,227 -41%
AAP
768
Arax Advisory Partners
Colorado
$601K -$4.27M -50,967 -85%
ACA
769
Aptus Capital Advisors
Alabama
$592K -$6.55M -78,227 -90%
FMI
770
Factory Mutual Insurance
Massachusetts
$591K -$17.6M -210,800 -96%
TG
771
TCW Group
California
$589K -$43.2M -516,051 -98%
KFI
772
Key Financial Inc
Pennsylvania
$588K -$6.28K -75 -0.8%
ZBNA
773
Zions Bancorporation, National Association
Utah
$588K +$94.6K +1,130 +15%
LA
774
Legacy Advisors
Pennsylvania
$582K +$21.5K +257 +3%
HIA
775
Harbor Investment Advisory
Maryland
$582K -$847K -10,119 -54%