FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
TCOO
776
Trust Company of Oklahoma
Oklahoma
$564K
MC
777
Middleton & Co
Massachusetts
$563K
FRA
778
Frank Rimerman Advisors
California
$559K
WF
779
Wayfinding Financial
Washington
$559K
VCP
780
Verus Capital Partners
Arizona
$558K
FIA
781
FNY Investment Advisers
New York
$557K
CWM
782
Circle Wealth Management
New Jersey
$557K
MMM
783
Mendel Money Management
Illinois
$556K
GI
784
GAMCO Investors
Connecticut
$556K
KWM
785
Kingsview Wealth Management
Oregon
$552K
OIA
786
OneDigital Investment Advisors
Kansas
$551K
AF
787
Allworth Financial
California
$548K
HAG
788
HighPoint Advisor Group
Illinois
$547K
SWP
789
Sagespring Wealth Partners
Tennessee
$546K
PK
790
Pflug Koory
Nebraska
$544K
AWM
791
Apollon Wealth Management
South Carolina
$542K
HAI
792
Hennessy Advisors Inc
California
$537K
JIC
793
Johnson Investment Counsel
Ohio
$536K
GC
794
Grimes & Company
Massachusetts
$536K
RFL
795
RD Finance Ltd
Cyprus
$533K
AWP
796
Abacus Wealth Partners
California
$527K
ECM
797
Evergreen Capital Management
Washington
$527K
IFS
798
Ifrah Financial Services
Arkansas
$525K
BBWP
799
Beacon Bridge Wealth Partners
Pennsylvania
$525K
CPIG
800
Chicago Partners Investment Group
Illinois
$525K