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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 516 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: 1,7311,394 (-337)

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: 516

Holders
1,394
Holders Change
-337
Holders Change %
-19.47%
% 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
516
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
IC
851
Inscription Capital
Texas
$471K +$225K +2,692 +62%
WB
852
WesBanco Bank
West Virginia
$471K -$14.5K -173 -2%
EWA
853
EverSource Wealth Advisors
Alabama
$469K +$270K +3,222 +86%
EI
854
Ellevest Inc
New York
$469K +$210K +2,508 +56%
IAMOG
855
Investors Asset Management of Georgia
Georgia
$469K +$584K +6,976 New
Kovitz Investment Group Partners
856
Kovitz Investment Group Partners
Illinois
$468K -$116M -1,389,897 -100%
FHC
857
First Horizon Corporation
Tennessee
$467K +$64.3K +768 +12%
LFA
858
Legend Financial Advisors
Pennsylvania
$460K
CAM
859
Cozad Asset Management
Illinois
$458K -$869K -10,379 -60%
RAM
860
Readystate Asset Management
Illinois
$457K +$570K +6,807 New
CPCM
861
Cardinal Point Capital Management
Ontario, Canada
$457K -$218K -2,605 -28%
MA
862
Mutual Advisors
Nebraska
$454K -$746K -8,912 -57%
VT
863
Vise Technologies
New York
$453K -$318K -3,804 -36%
WPC
864
Wedmont Private Capital
Pennsylvania
$449K +$75.4K +901 +16%
NW
865
NewEdge Wealth
Pennsylvania
$447K +$182K +2,170 +48%
NEWAS
866
N.E.W. Advisory Services
Wisconsin
$446K +$428K +5,115 +335%
DC
867
Davenport & Co
Virginia
$441K -$408K -4,877 -43%
ONB
868
Old National Bancorp
Indiana
$439K -$20.1K -240 -4%
DCM
869
Dorato Capital Management
Colorado
$437K +$542K +6,477 New
CVM
870
Cheviot Value Management
California
$436K -$3.67M -43,896 -87%
S
871
Storgate
Texas
$430K +$536K +6,397 New
TAM
872
Trust Asset Management
Texas
$424K -$21.2K -253 -4%
LWIC
873
Leith Wheeler Investment Counsel
British Columbia, Canada
$422K +$526K +6,280 New
LT
874
Legacy Trust
Michigan
$421K -$47.4K -566 -8%
LCM
875
LRT Capital Management
Texas
$420K +$524K +6,254 New