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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
PCA
901
Pallas Capital Advisors
Massachusetts
$236K +$262K +4,237 New
EI
902
Ellevest Inc
New York
$235K -$172K -2,776 -40%
SCA
903
Stonebridge Capital Advisors
Minnesota
$232K -$619 -10 -0.2%
CIC
904
Chilton Investment Company
Connecticut
$232K
EWS
905
Evergreen Wealth Solutions
Pennsylvania
$231K +$256K +4,145 New
SIG
906
Sargent Investment Group
Maryland
$230K -$38.4K -620 -13%
HIP
907
HUB Investment Partners
Texas
$230K +$47.8K +773 +23%
NAM
908
NorthCrest Asset Manangement
Minnesota
$230K -$7.67K -124 -3%
QCG
909
Quadrant Capital Group
Ohio
$230K +$41.2K +666 +19%
ABLA
910
Alan B. Lancz & Associates
Ohio
$229K +$43.3K +700 +21%
PCTC
911
Perkins Coie Trust Company
Washington
$229K
NEWAS
912
N.E.W. Advisory Services
Wisconsin
$227K -$159K -2,575 -39%
DJSG
913
D.J. St. Germain
Massachusetts
$226K -$6K -97 -2%
SWP
914
Sagespring Wealth Partners
Tennessee
$226K -$252K -4,070 -50%
IAN
915
Integrated Advisors Network
Texas
$226K +$251K +4,052 New
CLA
916
Carnegie Lake Advisors
New Jersey
$226K
VCP
917
Vista Capital Partners
Oregon
$226K +$1.92K +31 +0.8%
BTW
918
Boston Trust Walden
Massachusetts
$225K
PCM
919
Parsons Capital Management
Rhode Island
$224K -$84.5K -1,365 -25%
IAG
920
Ipsen Advisor Group
Arkansas
$223K
SAM
921
Southeastern Asset Management
Tennessee
$223K
BFO
922
Boston Family Office
Massachusetts
$222K -$74.3K -1,200 -23%
DWM
923
Drive Wealth Management
Utah
$221K -$119K -1,922 -33%
CBT
924
Central Bank & Trust
Kentucky
$221K -$13.3K -215 -5%
EFS
925
Essex Financial Services
Connecticut
$220K +$244K +3,940 New