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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
EAM
801
Erste Asset Management
Austria
$351K -$64.4K -1,040 -14%
CAM
802
Cozad Asset Management
Illinois
$350K -$34K -550 -8%
CSP
803
Cary Street Partners
Virginia
$349K -$403K -6,520 -51%
SWP
804
Stratos Wealth Partners
Ohio
$349K +$65.6K +1,060 +20%
LT
805
Legacy Trust
Michigan
$348K -$1.92K -31 -0.5%
AA
806
Advisory Alpha
Michigan
$347K +$105K +1,702 +38%
BTD
807
BankPlus Trust Department
Mississippi
$347K
CBT
808
CoreFirst Bank & Trust
Kansas
$346K
Blackstone Inc
809
Blackstone Inc
New York
$344K +$382K +6,168 New
BPA
810
Beacon Pointe Advisors
California
$342K +$95.7K +1,546 +34%
RGC
811
Roberts, Glore & Co
Illinois
$342K +$6.99K +113 +2%
GAG
812
GM Advisory Group
New York
$342K -$65.8K -1,063 -15%
MOS
813
MGO One Seven
Ohio
$339K -$2.4M -38,728 -86%
TA
814
TrueWealth Advisors
Alabama
$338K +$156K +2,523 +71%
LWAM
815
Legacy Wealth Asset Management
Minnesota
$334K +$122K +1,966 +49%
ACM
816
Arcataur Capital Management
Wisconsin
$334K -$8.97K -145 -2%
PCS
817
Personal CFO Solutions
New Jersey
$332K +$61.4K +993 +20%
IC
818
Inscription Capital
Texas
$331K -$67K -1,083 -15%
DM
819
Diversified Management
Wisconsin
$331K +$15.7K +254 +4%
MYIA
820
Mount Yale Investment Advisors
Colorado
$330K +$79.6K +1,287 +28%
SIA
821
Soltis Investment Advisors
Utah
$330K +$80.1K +1,294 +28%
LFAS
822
Level Four Advisory Services
Texas
$328K -$426K -6,878 -54%
AIM
823
Advyzon Investment Management
Illinois
$327K -$211K -3,416 -37%
BBWP
824
Beacon Bridge Wealth Partners
Pennsylvania
$326K -$122K -1,976 -25%
NB
825
Nicolet Bankshares
Wisconsin
$326K +$123K +1,993 +51%