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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 515 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: 1,7301,394 (-336)

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: 515

Holders
1,394
Holders Change
-336
Holders Change %
-19.42%
% 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
515
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
PG
776
Patten Group
Tennessee
$581K +$724K +8,649 New
GRP
777
Global Retirement Partners
California
$575K -$312K -3,728 -30%
APG
778
Abacus Planning Group
South Carolina
$569K +$9.63K +115 +1%
AWM
779
AE Wealth Management
Kansas
$569K +$446K +5,322 +169%
OA
780
Operose Advisors
Wisconsin
$568K +$481K +5,747 +212%
DSC
781
Duncker Streett & Co
Missouri
$566K -$80.6K -963 -10%
TCOO
782
Trust Company of Oklahoma
Oklahoma
$564K -$966K -11,534 -58%
MC
783
Middleton & Co
Massachusetts
$563K -$3.73M -44,515 -84%
FRA
784
Frank Rimerman Advisors
California
$559K +$231K +2,755 +49%
WF
785
Wayfinding Financial
Washington
$559K -$21K -251 -3%
FIA
786
FNY Investment Advisers
New York
$557K +$694K +8,289 +59,207%
CWM
787
Circle Wealth Management
New Jersey
$557K +$138K +1,644 +25%
MMM
788
Mendel Money Management
Illinois
$556K -$441K -5,270 -39%
GI
789
GAMCO Investors
Connecticut
$556K -$460K -5,495 -40%
KWM
790
Kingsview Wealth Management
Oregon
$552K +$104K +1,248 +18%
OIA
791
OneDigital Investment Advisors
Kansas
$551K -$2.53M -30,260 -79%
AF
792
Allworth Financial
California
$548K +$42.3K +505 +7%
HAG
793
HighPoint Advisor Group
Illinois
$547K -$126K -1,502 -16%
SWP
794
Sagespring Wealth Partners
Tennessee
$546K -$411K -4,913 -38%
PK
795
Pflug Koory
Nebraska
$544K
AWM
796
Apollon Wealth Management
South Carolina
$542K -$1.55M -18,498 -70%
HAI
797
Hennessy Advisors Inc
California
$537K +$670K +8,000 New
JIC
798
Johnson Investment Counsel
Ohio
$536K -$122K -1,462 -15%
GC
799
Grimes & Company
Massachusetts
$536K -$9.54K -114 -1%
RFL
800
RD Finance Ltd
Cyprus
$533K +$665K +7,940 New