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
MB
976
MidFirst Bank
Oklahoma
$294K
CM
977
Cercano Management
Washington
$293K
WAP
978
Wealthcare Advisory Partners
Pennsylvania
$293K
JMFC
979
J.M. Forbes & Co
Massachusetts
$292K
DAS
980
Diversify Advisory Services
Utah
$292K
MPM
981
Meritage Portfolio Management
Kansas
$291K
EIP
982
Ellis Investment Partners
Pennsylvania
$288K
FNBTCON
983
First National Bank & Trust Co of Newtown
Pennsylvania
$287K
EFH
984
Eaton Financial Holdings
Florida
$287K
Envestnet Portfolio Solutions
985
Envestnet Portfolio Solutions
Illinois
$285K
JSW
986
Journey Strategic Wealth
New Jersey
$284K
NAM
987
NorthCrest Asset Manangement
Minnesota
$282K
AFG
988
Atomi Financial Group
New York
$281K
KTM
989
Keeler Thomas Management
Utah
$281K
CBT
990
Central Bank & Trust
Kentucky
$280K
SCA
991
Stonebridge Capital Advisors
Minnesota
$280K
DJSG
992
D.J. St. Germain
Massachusetts
$279K
CIC
993
Chilton Investment Company
Connecticut
$279K
PI
994
PFG Investments
New York
$278K
AGWCA
995
Annis Gardner Whiting Capital Advisors
Florida
$277K
IAIM
996
International Assets Investment Management
Florida
$276K
PCTC
997
Perkins Coie Trust Company
Washington
$275K
SMA
998
Sage Mountain Advisors
Georgia
$275K
CWM
999
Connecticut Wealth Management
Connecticut
$272K
CLA
1000
Carnegie Lake Advisors
New Jersey
$272K