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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% 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
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
MWM
851
Modera Wealth Management
New Jersey
$294K +$2.48K +40 +0.8%
KWM
852
Kingsview Wealth Management
Oregon
$293K -$183K -2,963 -36%
LCM
853
LVM Capital Management
Michigan
$293K
GITFIT
854
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$290K
Envestnet Portfolio Solutions
855
Envestnet Portfolio Solutions
Illinois
$290K +$59.3K +959 +23%
APIM
856
Agate Pass Investment Management
Washington
$290K -$499K -8,071 -61%
FTWA
857
Fifth Third Wealth Advisors
Ohio
$289K +$990 +16 +0.3%
GS
858
GTS Securities
New York
$287K -$117K -1,887 -27%
IFWM
859
Institute for Wealth Management
Colorado
$286K -$3.28K -53 -1%
WS
860
Wedbush Securities
California
$285K -$16.1K -261 -5%
CWG
861
Cornerstone Wealth Group
North Carolina
$285K -$32.2K -521 -10%
SAM
862
Smartleaf Asset Management
Massachusetts
$284K -$55.9K -904 -15%
WPC
863
Wedmont Private Capital
Pennsylvania
$283K -$94.7K -1,530 -23%
DC
864
Davenport & Co
Virginia
$283K -$93.1K -1,505 -23%
CIA
865
CCM Investment Advisers
South Carolina
$282K -$142K -2,292 -31%
CI
866
Cigna Investments
Connecticut
$282K -$10.5K -169 -3%
JC
867
JBF Capital
Colorado
$279K +$61.9K +1,000 +25%
EAM
868
Eukles Asset Management
Ohio
$278K -$171K -2,757 -36%
BC
869
Burney Company
Virginia
$277K -$46.8K -756 -13%
CAG
870
Cypress Advisory Group
Arizona
$276K -$249K -4,025 -45%
ST
871
Smithfield Trust
Pennsylvania
$274K -$30.2K -488 -9%
AIP
872
Ameritas Investment Partners
Nebraska
$269K
Parallax Volatility Advisers
873
Parallax Volatility Advisers
California
$267K +$261K +4,226 New
GDP
874
Great Diamond Partners
Maine
$266K +$12K +194 +4%
RCA
875
Resonant Capital Advisors
Wisconsin
$264K -$19.6K -317 -6%

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,158 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.