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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
CFP
901
Catalyst Financial Partners
Massachusetts
$236K +$262K +4,238 New
BST
902
Bath Savings Trust
Maine
$236K -$426K -6,888 -62%
PCA
903
Pallas Capital Advisors
Massachusetts
$236K +$262K +4,237 New
EI
904
Ellevest Inc
New York
$235K -$172K -2,776 -40%
SCA
905
Stonebridge Capital Advisors
Minnesota
$232K -$619 -10 -0.2%
CIC
906
Chilton Investment Company
Connecticut
$232K
EWS
907
Evergreen Wealth Solutions
Pennsylvania
$231K +$256K +4,145 New
SIG
908
Sargent Investment Group
Maryland
$230K -$38.4K -620 -13%
HIP
909
HUB Investment Partners
Texas
$230K +$47.8K +773 +23%
NAM
910
NorthCrest Asset Manangement
Minnesota
$230K -$7.67K -124 -3%
QCG
911
Quadrant Capital Group
Ohio
$230K +$41.2K +666 +19%
ABLA
912
Alan B. Lancz & Associates
Ohio
$229K +$43.3K +700 +21%
PCTC
913
Perkins Coie Trust Company
Washington
$229K
NEWAS
914
N.E.W. Advisory Services
Wisconsin
$227K -$159K -2,575 -39%
DJSG
915
D.J. St. Germain
Massachusetts
$226K -$6K -97 -2%
SWP
916
Sagespring Wealth Partners
Tennessee
$226K -$252K -4,070 -50%
IAN
917
Integrated Advisors Network
Texas
$226K +$251K +4,052 New
CLA
918
Carnegie Lake Advisors
New Jersey
$226K
VCP
919
Vista Capital Partners
Oregon
$226K +$1.92K +31 +0.8%
BTW
920
Boston Trust Walden
Massachusetts
$225K
PCM
921
Parsons Capital Management
Rhode Island
$224K -$84.5K -1,365 -25%
IAG
922
Ipsen Advisor Group
Arkansas
$223K
SAM
923
Southeastern Asset Management
Tennessee
$223K
BFO
924
Boston Family Office
Massachusetts
$222K -$74.3K -1,200 -23%
DWM
925
Drive Wealth Management
Utah
$221K -$119K -1,922 -33%

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.