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
DSC
776
Duncker Streett & Co
Missouri
$566K
TCOO
777
Trust Company of Oklahoma
Oklahoma
$564K
MC
778
Middleton & Co
Massachusetts
$563K
FRA
779
Frank Rimerman Advisors
California
$559K
WF
780
Wayfinding Financial
Washington
$559K
VCP
781
Verus Capital Partners
Arizona
$558K
FIA
782
FNY Investment Advisers
New York
$557K
CWM
783
Circle Wealth Management
New Jersey
$557K
MMM
784
Mendel Money Management
Illinois
$556K
GI
785
GAMCO Investors
Connecticut
$556K
KWM
786
Kingsview Wealth Management
Oregon
$552K
OIA
787
OneDigital Investment Advisors
Kansas
$551K
AF
788
Allworth Financial
California
$548K
HAG
789
HighPoint Advisor Group
Illinois
$547K
SWP
790
Sagespring Wealth Partners
Tennessee
$546K
PK
791
Pflug Koory
Nebraska
$544K
AWM
792
Apollon Wealth Management
South Carolina
$542K
HAI
793
Hennessy Advisors Inc
California
$537K
JIC
794
Johnson Investment Counsel
Ohio
$536K
GC
795
Grimes & Company
Massachusetts
$536K
RFL
796
RD Finance Ltd
Cyprus
$533K
AWP
797
Abacus Wealth Partners
California
$527K
ECM
798
Evergreen Capital Management
Washington
$527K
PC
799
Parrish Capital
Georgia
$526K
IFS
800
Ifrah Financial Services
Arkansas
$525K