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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
TC
926
T3 Companies
New York
$350K +$436K +5,207 New
AWM
927
Axxcess Wealth Management
California
$349K -$749K -8,949 -63%
GITFIT
928
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$349K +$92.1K +1,100 +27%
SWP
929
Stratos Wealth Partners
Ohio
$349K +$54.6K +652 +14%
SW
930
SlateStone Wealth
Florida
$349K -$80.3K -959 -16%
JWCA
931
J.W. Cole Advisors
Florida
$348K -$70.6K -843 -12%
HWAM
932
Hennion & Walsh Asset Management
New Jersey
$348K -$12.1K -144 -3%
IFWM
933
Institute for Wealth Management
Colorado
$347K -$220K -2,623 -34%
BFO
934
Boston Family Office
Massachusetts
$347K -$688K -8,220 -61%
FTWA
935
Fifth Third Wealth Advisors
Ohio
$347K -$253K -3,022 -37%
GCM
936
Gator Capital Management
Florida
$346K
AWF
937
Alpha Wealth Funds
Utah
$341K +$435K +5,200 New
AC
938
Armistice Capital
New York
$340K +$424K +5,067 New
CL
939
COWA LLC
Oklahoma
$340K +$424K +5,063 New
VCP
940
Verus Capital Partners
Arizona
$339K +$423K +5,054 New
RCA
941
Resonant Capital Advisors
Wisconsin
$339K +$83.3K +995 +25%
ACM
942
Aster Capital Management
United Arab Emirates
$339K +$422K +5,046 New
FFM
943
Forum Financial Management
Illinois
$338K -$220K -2,625 -34%
CWG
944
Cornerstone Wealth Group
North Carolina
$337K +$201K +2,399 +92%
DFG
945
Demars Financial Group
Washington
$335K +$53.5K +639 +15%
PCS
946
Personal CFO Solutions
New Jersey
$333K +$137K +1,632 +49%
KF
947
Krilogy Financial
Missouri
$331K -$512K -6,114 -55%
B
948
Bailard
California
$326K -$6.73M -80,339 -94%
HSA
949
HBK Sorce Advisory
Pennsylvania
$326K -$142K -1,702 -24%
QI
950
Qtron Investments
Massachusetts
$324K -$339K -4,050 -46%