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
JMFC
976
J.M. Forbes & Co
Massachusetts
$292K
DAS
977
Diversify Advisory Services
Utah
$292K
MPM
978
Meritage Portfolio Management
Kansas
$291K
EIP
979
Ellis Investment Partners
Pennsylvania
$288K
FNBTCON
980
First National Bank & Trust Co of Newtown
Pennsylvania
$287K
EFH
981
Eaton Financial Holdings
Florida
$287K
Envestnet Portfolio Solutions
982
Envestnet Portfolio Solutions
Illinois
$285K
JSW
983
Journey Strategic Wealth
New Jersey
$284K
NAM
984
NorthCrest Asset Manangement
Minnesota
$282K
AFG
985
Atomi Financial Group
New York
$281K
KTM
986
Keeler Thomas Management
Utah
$281K
CBT
987
Central Bank & Trust
Kentucky
$280K
SCA
988
Stonebridge Capital Advisors
Minnesota
$280K
DJSG
989
D.J. St. Germain
Massachusetts
$279K
CIC
990
Chilton Investment Company
Connecticut
$279K
PI
991
PFG Investments
New York
$278K
AGWCA
992
Annis Gardner Whiting Capital Advisors
Florida
$277K
IAIM
993
International Assets Investment Management
Florida
$276K
PCTC
994
Perkins Coie Trust Company
Washington
$275K
SMA
995
Sage Mountain Advisors
Georgia
$275K
CWM
996
Connecticut Wealth Management
Connecticut
$272K
CLA
997
Carnegie Lake Advisors
New Jersey
$272K
AGP
998
Aspire Growth Partners
Florida
$272K
BTW
999
Boston Trust Walden
Massachusetts
$271K
WT
1000
Washington Trust
Rhode Island
$270K