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
HWAM
926
Hennion & Walsh Asset Management
New Jersey
$348K
IFWM
927
Institute for Wealth Management
Colorado
$347K
BFO
928
Boston Family Office
Massachusetts
$347K
FTWA
929
Fifth Third Wealth Advisors
Ohio
$347K
GCM
930
Gator Capital Management
Florida
$346K
AWF
931
Alpha Wealth Funds
Utah
$341K
AC
932
Armistice Capital
New York
$340K
CL
933
COWA LLC
Oklahoma
$340K
RCA
934
Resonant Capital Advisors
Wisconsin
$339K
ACM
935
Aster Capital Management
United Arab Emirates
$339K
FFM
936
Forum Financial Management
Illinois
$338K
CWG
937
Cornerstone Wealth Group
North Carolina
$337K
DFG
938
Demars Financial Group
Washington
$335K
PCS
939
Personal CFO Solutions
New Jersey
$333K
KF
940
Krilogy Financial
Missouri
$331K
B
941
Bailard
California
$326K
HSA
942
HBK Sorce Advisory
Pennsylvania
$326K
QI
943
Qtron Investments
Massachusetts
$324K
SWM
944
Spire Wealth Management
Virginia
$324K
AIP
945
Ameritas Investment Partners
Nebraska
$323K
CICI
946
Capital Investment Counsel Inc
North Carolina
$323K
MYAM
947
Meiji Yasuda Asset Management
Japan
$323K
PAW
948
Plan A Wealth
Nebraska
$321K
SIG
949
Sargent Investment Group
Maryland
$319K
CAC
950
Certified Advisory Corp
Florida
$319K