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
LWAM
1001
Legacy Wealth Asset Management
Minnesota
$270K
VCP
1002
Vista Capital Partners
Oregon
$269K
IAG
1003
Ipsen Advisor Group
Arkansas
$269K
RC
1004
RBF Capital
California
$269K
JC
1005
JBF Capital
Colorado
$269K
SAM
1006
Southeastern Asset Management
Tennessee
$268K
TCA
1007
Transcend Capital Advisors
New Jersey
$268K
RG
1008
Renaissance Group
Kentucky
$266K
CIA
1009
Capital Investment Advisors
Georgia
$265K
PFS
1010
Prospera Financial Services
Texas
$264K
RC
1011
Rexford Capital
Texas
$263K
MFS
1012
Madrona Financial Services
Washington
$263K
BCFD
1013
Boit C.F. David
$262K
NB
1014
Nicolet Bankshares
Wisconsin
$261K
SOW
1015
State of Wyoming
Wyoming
$260K
PWP
1016
Prasad Wealth Partners
Ohio
$260K
BRWA
1017
B. Riley Wealth Advisors
Florida
$259K
WWM
1018
Western Wealth Management
Colorado
$257K
NB
1019
NBT Bank
New York
$256K
PWM
1020
Perigon Wealth Management
California
$253K
CNBTD
1021
Citizens National Bank Trust Department
Mississippi
$252K
BCWM
1022
Bartlett & Co Wealth Management
Ohio
$249K
BAM
1023
Belpointe Asset Management
Nevada
$248K
WBC
1024
Westpac Banking Corp
Australia
$248K
HBW
1025
Hazlett, Burt & Watson
West Virginia
$247K