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
EI
951
EFG International
$317K
RWM
952
Ritholtz Wealth Management
New York
$317K
MCWS
953
McKinley Carter Wealth Services
West Virginia
$313K
MYIA
954
Mount Yale Investment Advisors
Colorado
$311K
VAS
955
Vestmark Advisory Solutions
Massachusetts
$311K
MFF
956
Michels Family Financial
Texas
$310K
DAS
957
Dynamic Advisor Solutions
Arizona
$310K
SIA
958
Soltis Investment Advisors
Utah
$310K
VA
959
VestGen Advisors
Illinois
$309K
HCM
960
Howard Capital Management
Georgia
$308K
BPA
961
Beacon Pointe Advisors
California
$308K
GDP
962
Great Diamond Partners
Maine
$307K
JAG
963
Journey Advisory Group
Kentucky
$307K
JC
964
JBGlobal.com
New York
$307K
AA
965
Advisory Alpha
Michigan
$304K
BFM
966
Boothbay Fund Management
New York
$302K
AC
967
AlphaCore Capital
California
$302K
HAG
968
HF Advisory Group
Maryland
$302K
ACM
969
Alta Capital Management
Utah
$301K
OIS
970
Okabena Investment Services
Minnesota
$299K
PWA
971
Pitcairn Wealth Advisors
Pennsylvania
$299K
CT
972
Caldwell Trust
Florida
$299K
CSB
973
City State Bank
Iowa
$298K
SC
974
Sepio Capital
Utah
$295K
SAM
975
Secure Asset Management
Michigan
$295K