We are live on ! Find out more
FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 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

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

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: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% 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
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
IWM
751
IHT Wealth Management
Illinois
$427K +$1.24K +20 +0.3%
KA
752
Kerrisdale Advisers
Florida
$426K
GC
753
Grimes & Company
Massachusetts
$424K -$23.8K -384 -5%
RCM
754
Radnor Capital Management
Pennsylvania
$420K
GT
755
Greenleaf Trust
Michigan
$417K +$78.1K +1,263 +20%
HIA
756
Harbor Investment Advisory
Maryland
$415K -$75.1K -1,214 -14%
RIL
757
Rothschild Investment LLC
Illinois
$410K +$347K +5,608 +322%
AA
758
Addison Advisors
Vermont
$409K -$2.91K -47 -0.6%
FMI
759
Frec Markets Inc
California
$408K +$452K +7,313 New
WJWM
760
Williams Jones Wealth Management
New York
$407K
MCCA
761
Mill Creek Capital Advisors
Pennsylvania
$402K +$743 +12 +0.2%
MCC
762
Malaga Cove Capital
California
$400K -$13.4K -217 -3%
CIM
763
Caldwell Investment Management
Ontario, Canada
$399K +$452K +7,300 New
AIM
764
Aigen Investment Management
New York
$397K -$1.12M -18,181 -72%
IAMOG
765
Investors Asset Management of Georgia
Georgia
$397K +$8.35K +135 +2%
LC
766
Landaas & Company
Wisconsin
$396K -$44.1K -712 -9%
HAI
767
Hennessy Advisors Inc
California
$391K -$61.9K -1,000 -13%
OA
768
Operose Advisors
Wisconsin
$390K -$90.3K -1,459 -17%
HTC
769
Haverford Trust Company
Pennsylvania
$390K -$23.4K -378 -5%
Kovitz Investment Group Partners
770
Kovitz Investment Group Partners
Illinois
$385K -$4.58K -74 -1%
MMM
771
Mendel Money Management
Illinois
$383K -$87.4K -1,412 -17%
LFA
772
Legend Financial Advisors
Pennsylvania
$382K
SAI
773
Savvy Advisors Inc
New York
$381K +$209K +3,385 +98%
PCA
774
Purkiss Capital Advisors
Connecticut
$380K -$19.2K -310 -4%
ST
775
Spinnaker Trust
Maine
$377K -$33.5K -541 -7%