FISV

Fiserv Inc

1,368 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 662 reducing their positions, and 511 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)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,368
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
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
951
Mount Yale Investment Advisors
Colorado
$311K
VAS
952
Vestmark Advisory Solutions
Massachusetts
$311K
MFF
953
Michels Family Financial
Texas
$310K
DAS
954
Dynamic Advisor Solutions
Arizona
$310K
SIA
955
Soltis Investment Advisors
Utah
$310K
VA
956
VestGen Advisors
Illinois
$309K
HCM
957
Howard Capital Management
Georgia
$308K
BPA
958
Beacon Pointe Advisors
California
$308K
GDP
959
Great Diamond Partners
Maine
$307K
JAG
960
Journey Advisory Group
Kentucky
$307K
JC
961
JBGlobal.com
New York
$307K
AA
962
Advisory Alpha
Michigan
$304K
BFM
963
Boothbay Fund Management
New York
$302K
AC
964
AlphaCore Capital
California
$302K
HAG
965
HF Advisory Group
Maryland
$302K
ACM
966
Alta Capital Management
Utah
$301K
OIS
967
Okabena Investment Services
Minnesota
$299K
PWA
968
Pitcairn Wealth Advisors
Pennsylvania
$299K
CT
969
Caldwell Trust
Florida
$299K
CSB
970
City State Bank
Iowa
$298K
SC
971
Sepio Capital
Utah
$295K
SAM
972
Secure Asset Management
Michigan
$295K
MB
973
MidFirst Bank
Oklahoma
$294K
CM
974
Cercano Management
Washington
$293K
WAP
975
Wealthcare Advisory Partners
Pennsylvania
$293K