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
CAC
951
Certified Advisory Corp
Florida
$319K
EI
952
EFG International
$317K
RWM
953
Ritholtz Wealth Management
New York
$317K
MCWS
954
McKinley Carter Wealth Services
West Virginia
$313K
MYIA
955
Mount Yale Investment Advisors
Colorado
$311K
VAS
956
Vestmark Advisory Solutions
Massachusetts
$311K
MFF
957
Michels Family Financial
Texas
$310K
DAS
958
Dynamic Advisor Solutions
Arizona
$310K
SIA
959
Soltis Investment Advisors
Utah
$310K
VA
960
VestGen Advisors
Illinois
$309K
HCM
961
Howard Capital Management
Georgia
$308K
BPA
962
Beacon Pointe Advisors
California
$308K
GDP
963
Great Diamond Partners
Maine
$307K
JAG
964
Journey Advisory Group
Kentucky
$307K
JC
965
JBGlobal.com
New York
$307K
AA
966
Advisory Alpha
Michigan
$304K
BFM
967
Boothbay Fund Management
New York
$302K
AC
968
AlphaCore Capital
California
$302K
HAG
969
HF Advisory Group
Maryland
$302K
ACM
970
Alta Capital Management
Utah
$301K
OIS
971
Okabena Investment Services
Minnesota
$299K
PWA
972
Pitcairn Wealth Advisors
Pennsylvania
$299K
CT
973
Caldwell Trust
Florida
$299K
CSB
974
City State Bank
Iowa
$298K
SC
975
Sepio Capital
Utah
$295K