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
ACM
976
Alta Capital Management
Utah
$301K -$27M -323,061 -99%
OIS
977
Okabena Investment Services
Minnesota
$299K
PWA
978
Pitcairn Wealth Advisors
Pennsylvania
$299K +$372K +4,446 New
CT
979
Caldwell Trust
Florida
$299K
CSB
980
City State Bank
Iowa
$298K +$259K +3,090 +230%
SC
981
Sepio Capital
Utah
$295K +$368K +4,395 New
SAM
982
Secure Asset Management
Michigan
$295K +$66.5K +794 +22%
MB
983
MidFirst Bank
Oklahoma
$294K +$367K +4,383 New
CM
984
Cercano Management
Washington
$293K +$366K +4,367 New
WAP
985
Wealthcare Advisory Partners
Pennsylvania
$293K +$205K +2,450 +128%
JMFC
986
J.M. Forbes & Co
Massachusetts
$292K -$11.7K -140 -3%
DAS
987
Diversify Advisory Services
Utah
$292K +$368K +4,398 New
MPM
988
Meritage Portfolio Management
Kansas
$291K -$194K -2,317 -35%
IFG
989
Independent Financial Group
California
$290K +$361K +4,311 New
EIP
990
Ellis Investment Partners
Pennsylvania
$288K +$251 +3 +0.1%
FNBTCON
991
First National Bank & Trust Co of Newtown
Pennsylvania
$287K
EFH
992
Eaton Financial Holdings
Florida
$287K +$358K +4,277 New
Envestnet Portfolio Solutions
993
Envestnet Portfolio Solutions
Illinois
$285K -$156K -1,868 -31%
JSW
994
Journey Strategic Wealth
New Jersey
$284K +$102K +1,219 +41%
NAM
995
NorthCrest Asset Manangement
Minnesota
$282K -$2.4M -28,678 -87%
AFG
996
Atomi Financial Group
New York
$281K +$61K +729 +21%
KTM
997
Keeler Thomas Management
Utah
$281K -$205K -2,445 -37%
CBT
998
Central Bank & Trust
Kentucky
$280K
SCA
999
Stonebridge Capital Advisors
Minnesota
$280K -$12.8K -153 -4%
DJSG
1000
D.J. St. Germain
Massachusetts
$279K -$20.9K -250 -6%