We are live on ! Find out more
FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $617M | Put options by funds: $501M

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

46% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% of All Funds
15.43%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
TWIM
976
TIAA Wealth Investment Management
New York
$146K +$162K +2,620 New
MCM
977
Manchester Capital Management
Vermont
$144K +$5.2K +84 +3%
SIC
978
Salem Investment Counselors
North Carolina
$142K +$158K +2,552 New
GWM
979
Geneos Wealth Management
Colorado
$140K +$26.6K +430 +21%
EDRH
980
Edmond de Rothschild Holding
Switzerland
$140K
MSFP
981
Mark Sheptoff Financial Planning
Connecticut
$136K
VCM
982
Versant Capital Management
Arizona
$136K -$21.3K -344 -12%
SS
983
Sunbelt Securities
Texas
$128K +$13.3K +215 +10%
CI
984
CX Institutional
Indiana
$122K -$5.48M -88,553 -98%
CCWM
985
Cassaday & Co Wealth Management
Virginia
$120K +$131K +2,121 New
DMBA
986
Deseret Mutual Benefit Administrators
Utah
$119K +$89.5K +1,446 +210%
CT
987
Colonial Trust
South Carolina
$119K -$2.54K -41 -2%
HWA
988
Heritage Wealth Advisors
Virginia
$114K
CM
989
Castleark Management
Illinois
$112K
ICCON
990
Investment Counsel Company of Nevada
Nevada
$112K
AFG
991
Albion Financial Group
Utah
$110K -$5.51M -89,090 -98%
CF
992
Centaurus Financial
California
$108K -$38.4K -621 -24%
TFA
993
Transamerica Financial Advisors
Florida
$108K +$56.9K +919 +90%
CAM
994
Close Asset Management
United Kingdom
$101K -$68.9K -1,113 -38%
BOTPPF
995
Board of the Pension Protection Fund
United Kingdom
$94.9K +$6.19K +100 +6%
USB
996
Union Savings Bank
Connecticut
$94.8K
BTI
997
Blue Trust Inc
Georgia
$93K -$36.9K -597 -26%
SC
998
Skylands Capital
Wisconsin
$89.3K +$99K +1,600 New
BWA
999
Basecamp Wealth Advisors
Washington
$86.4K +$5.07K +82 +6%
TC
1000
Truvestments Capital
Florida
$85.1K +$42.3K +684 +81%