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
SAM
976
Secure Asset Management
Michigan
$295K
MB
977
MidFirst Bank
Oklahoma
$294K
CM
978
Cercano Management
Washington
$293K
WAP
979
Wealthcare Advisory Partners
Pennsylvania
$293K
JMFC
980
J.M. Forbes & Co
Massachusetts
$292K
DAS
981
Diversify Advisory Services
Utah
$292K
MPM
982
Meritage Portfolio Management
Kansas
$291K
EIP
983
Ellis Investment Partners
Pennsylvania
$288K
FNBTCON
984
First National Bank & Trust Co of Newtown
Pennsylvania
$287K
EFH
985
Eaton Financial Holdings
Florida
$287K
Envestnet Portfolio Solutions
986
Envestnet Portfolio Solutions
Illinois
$285K
JSW
987
Journey Strategic Wealth
New Jersey
$284K
NAM
988
NorthCrest Asset Manangement
Minnesota
$282K
AFG
989
Atomi Financial Group
New York
$281K
KTM
990
Keeler Thomas Management
Utah
$281K
CBT
991
Central Bank & Trust
Kentucky
$280K
SCA
992
Stonebridge Capital Advisors
Minnesota
$280K
DJSG
993
D.J. St. Germain
Massachusetts
$279K
CIC
994
Chilton Investment Company
Connecticut
$279K
PI
995
PFG Investments
New York
$278K
AGWCA
996
Annis Gardner Whiting Capital Advisors
Florida
$277K
IAIM
997
International Assets Investment Management
Florida
$276K
PCTC
998
Perkins Coie Trust Company
Washington
$275K
SMA
999
Sage Mountain Advisors
Georgia
$275K
CWM
1000
Connecticut Wealth Management
Connecticut
$272K