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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
AAS
926
Ameritas Advisory Services
Nebraska
$219K -$111K -1,794 -31%
LP
927
LMR Partners
United Kingdom
$219K +$243K +3,922 New
BRWA
928
B. Riley Wealth Advisors
Florida
$219K +$9.28K +150 +4%
RC
929
Rexford Capital
Texas
$218K
AGWCA
930
Annis Gardner Whiting Capital Advisors
Florida
$218K -$13.2K -214 -5%
SC
931
Steph & Co
Wisconsin
$217K +$82.3K +1,330 +52%
SI
932
Stephens Inc
Arkansas
$216K +$240K +3,878 New
EFH
933
Eaton Financial Holdings
Florida
$216K -$24.9K -402 -9%
MFS
934
Madrona Financial Services
Washington
$215K -$2.97K -48 -1%
CIA
935
Capital Investment Advisors
Georgia
$214K -$7.42K -120 -3%
G
936
GenTrust
Florida
$213K +$237K +3,826 New
WWM
937
Western Wealth Management
Colorado
$212K -$1.3K -21 -0.5%
WT
938
Whittier Trust
California
$212K +$22.7K +367 +11%
BCWM
939
Bartlett & Co Wealth Management
Ohio
$211K -$21.8K -353 -10%
TCWA
940
Turtle Creek Wealth Advisors
Texas
$211K -$102K -1,650 -30%
BCFD
941
Boit C.F. David
$209K
CNBTD
942
Citizens National Bank Trust Department
Mississippi
$209K
Koshinski Asset Management
943
Koshinski Asset Management
Illinois
$209K +$23.1K +374 +11%
CIA
944
Caerus Investment Advisors
Texas
$208K +$231K +3,736 New
SC
945
Sepio Capital
Utah
$208K -$41.8K -675 -15%
VA
946
VestGen Advisors
Illinois
$207K -$50.6K -817 -18%
SAM
947
Secure Asset Management
Michigan
$207K -$42K -678 -15%
RMCM
948
Reynders McVeigh Capital Management
Massachusetts
$207K -$536K -8,660 -70%
CCA
949
Childress Capital Advisors
Texas
$206K +$228K +3,684 New
BFIM
950
Beese Fulmer Investment Management
Ohio
$205K +$227K +3,676 New