FISV

Fiserv Inc

1,380 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 414 increasing their positions, 663 reducing their positions, and 514 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: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 514

Holders
1,380
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
JWCA
926
J.W. Cole Advisors
Florida
$348K
HWAM
927
Hennion & Walsh Asset Management
New Jersey
$348K
IFWM
928
Institute for Wealth Management
Colorado
$347K
BFO
929
Boston Family Office
Massachusetts
$347K
FTWA
930
Fifth Third Wealth Advisors
Ohio
$347K
GCM
931
Gator Capital Management
Florida
$346K
AWF
932
Alpha Wealth Funds
Utah
$341K
AC
933
Armistice Capital
New York
$340K
CL
934
COWA LLC
Oklahoma
$340K
RCA
935
Resonant Capital Advisors
Wisconsin
$339K
ACM
936
Aster Capital Management
United Arab Emirates
$339K
FFM
937
Forum Financial Management
Illinois
$338K
CWG
938
Cornerstone Wealth Group
North Carolina
$337K
DFG
939
Demars Financial Group
Washington
$335K
PCS
940
Personal CFO Solutions
New Jersey
$333K
KF
941
Krilogy Financial
Missouri
$331K
B
942
Bailard
California
$326K
HSA
943
HBK Sorce Advisory
Pennsylvania
$326K
QI
944
Qtron Investments
Massachusetts
$324K
SWM
945
Spire Wealth Management
Virginia
$324K
AIP
946
Ameritas Investment Partners
Nebraska
$323K
CICI
947
Capital Investment Counsel Inc
North Carolina
$323K
MYAM
948
Meiji Yasuda Asset Management
Japan
$323K
PAW
949
Plan A Wealth
Nebraska
$321K
SIG
950
Sargent Investment Group
Maryland
$319K