FISV

Fiserv Inc

1,368 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 662 reducing their positions, and 511 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)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,368
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
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
FRA
776
Frank Rimerman Advisors
California
$559K
WF
777
Wayfinding Financial
Washington
$559K
VCP
778
Verus Capital Partners
Arizona
$558K
FIA
779
FNY Investment Advisers
New York
$557K
CWM
780
Circle Wealth Management
New Jersey
$557K
MMM
781
Mendel Money Management
Illinois
$556K
GI
782
GAMCO Investors
Connecticut
$556K
KWM
783
Kingsview Wealth Management
Oregon
$552K
OIA
784
OneDigital Investment Advisors
Kansas
$551K
AF
785
Allworth Financial
California
$548K
HAG
786
HighPoint Advisor Group
Illinois
$547K
SWP
787
Sagespring Wealth Partners
Tennessee
$546K
PK
788
Pflug Koory
Nebraska
$544K
AWM
789
Apollon Wealth Management
South Carolina
$542K
HAI
790
Hennessy Advisors Inc
California
$537K
JIC
791
Johnson Investment Counsel
Ohio
$536K
GC
792
Grimes & Company
Massachusetts
$536K
RFL
793
RD Finance Ltd
Cyprus
$533K
AWP
794
Abacus Wealth Partners
California
$527K
ECM
795
Evergreen Capital Management
Washington
$527K
IFS
796
Ifrah Financial Services
Arkansas
$525K
BBWP
797
Beacon Bridge Wealth Partners
Pennsylvania
$525K
CPIG
798
Chicago Partners Investment Group
Illinois
$525K
MYLI
799
Meiji Yasuda Life Insurance
Japan
$525K
LC
800
Landaas & Company
Wisconsin
$524K