FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
$1.04B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
TCWA
901
Turtle Creek Wealth Advisors
Texas
$364K
CAM
902
Clark Asset Management
New Hampshire
$362K
RMC
903
Resources Management Corp
Connecticut
$362K
ST
904
Smithfield Trust
Pennsylvania
$362K
PCM
905
Parsons Capital Management
Rhode Island
$362K
TWA
906
Tulsa Wealth Advisors
Oklahoma
$361K
PAS
907
Park Avenue Securities
New York
$360K
WS
908
Wedbush Securities
California
$360K
A
909
AlphaQuest
New York
$360K
PEAK6
910
PEAK6
Illinois
$360K
UAML
911
US Asset Management LLC
Pennsylvania
$360K
BPWM
912
BCS Private Wealth Management
New Jersey
$359K
BP
913
Ballentine Partners
Massachusetts
$359K
MGIA
914
Moneta Group Investment Advisors
Missouri
$356K
SCP
915
Steamboat Capital Partners
New York
$354K
LCM
916
LVM Capital Management
Michigan
$353K
BC
917
Barnett & Company
Tennessee
$353K
MWM
918
Modera Wealth Management
New Jersey
$351K
CI
919
Cigna Investments
Connecticut
$350K
TC
920
T3 Companies
New York
$350K
AWM
921
Axxcess Wealth Management
California
$349K
GITFIT
922
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$349K
SWP
923
Stratos Wealth Partners
Ohio
$349K
SW
924
SlateStone Wealth
Florida
$349K
JWCA
925
J.W. Cole Advisors
Florida
$348K