We are live on ! Find out more
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
SWM
951
Spire Wealth Management
Virginia
$324K -$71.9K -859 -15%
AIP
952
Ameritas Investment Partners
Nebraska
$323K -$11.8K -141 -3%
CICI
953
Capital Investment Counsel Inc
North Carolina
$323K +$402K +4,805 New
MYAM
954
Meiji Yasuda Asset Management
Japan
$323K -$1.76M -21,007 -81%
PAW
955
Plan A Wealth
Nebraska
$321K +$36.4K +435 +10%
SIG
956
Sargent Investment Group
Maryland
$319K +$398K +4,750 New
CAC
957
Certified Advisory Corp
Florida
$319K -$15.4K -184 -4%
EI
958
EFG International
$317K +$395K +4,722 New
RWM
959
Ritholtz Wealth Management
New York
$317K -$313K -3,739 -44%
MCWS
960
McKinley Carter Wealth Services
West Virginia
$313K -$3.55M -42,439 -90%
MYIA
961
Mount Yale Investment Advisors
Colorado
$311K -$212K -2,537 -35%
VAS
962
Vestmark Advisory Solutions
Massachusetts
$311K +$253K +3,025 +189%
MFF
963
Michels Family Financial
Texas
$310K +$109K +1,299 +39%
DAS
964
Dynamic Advisor Solutions
Arizona
$310K -$112K -1,338 -22%
SIA
965
Soltis Investment Advisors
Utah
$310K -$113K -1,349 -23%
VA
966
VestGen Advisors
Illinois
$309K -$356K -4,253 -48%
HCM
967
Howard Capital Management
Georgia
$308K +$1.93K +23 +0.5%
BPA
968
Beacon Pointe Advisors
California
$308K +$33.1K +395 +9%
GDP
969
Great Diamond Partners
Maine
$307K -$222K -2,646 -37%
JAG
970
Journey Advisory Group
Kentucky
$307K
JC
971
JBGlobal.com
New York
$307K +$383K +4,571 New
AA
972
Advisory Alpha
Michigan
$304K +$104K +1,248 +38%
BFM
973
Boothbay Fund Management
New York
$302K -$193K -2,309 -34%
AC
974
AlphaCore Capital
California
$302K +$109K +1,307 +41%
HAG
975
HF Advisory Group
Maryland
$302K -$74.4K -889 -17%