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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
CIC
1001
Chilton Investment Company
Connecticut
$279K -$93.8K -1,121 -21%
PI
1002
PFG Investments
New York
$278K +$96.2K +1,149 +38%
AGWCA
1003
Annis Gardner Whiting Capital Advisors
Florida
$277K -$9.88K -118 -3%
IAIM
1004
International Assets Investment Management
Florida
$276K +$169K +2,021 +97%
PCTC
1005
Perkins Coie Trust Company
Washington
$275K
SMA
1006
Sage Mountain Advisors
Georgia
$275K +$122K +1,462 +55%
CWM
1007
Connecticut Wealth Management
Connecticut
$272K -$18.7K -223 -5%
CLA
1008
Carnegie Lake Advisors
New Jersey
$272K +$339K +4,050 New
AGP
1009
Aspire Growth Partners
Florida
$272K -$82.7K -988 -20%
BTW
1010
Boston Trust Walden
Massachusetts
$271K -$202K -2,411 -37%
WT
1011
Washington Trust
Rhode Island
$270K -$95.9K -1,146 -22%
LWAM
1012
Legacy Wealth Asset Management
Minnesota
$270K +$17.3K +207 +5%
VCP
1013
Vista Capital Partners
Oregon
$269K -$95.9K -1,146 -22%
IAG
1014
Ipsen Advisor Group
Arkansas
$269K -$33.7K -402 -9%
RC
1015
RBF Capital
California
$269K
JC
1016
JBF Capital
Colorado
$269K +$335K +4,000 New
SAM
1017
Southeastern Asset Management
Tennessee
$268K +$334K +3,990 New
TCA
1018
Transcend Capital Advisors
New Jersey
$268K -$358K -4,272 -52%
RG
1019
Renaissance Group
Kentucky
$266K -$17.6M -210,401 -98%
CIA
1020
Capital Investment Advisors
Georgia
$265K -$84.8K -1,013 -20%
PFS
1021
Prospera Financial Services
Texas
$264K -$283K -3,378 -46%
RC
1022
Rexford Capital
Texas
$263K +$327K +3,909 New
MFS
1023
Madrona Financial Services
Washington
$263K +$4.02K +48 +1%
BCFD
1024
Boit C.F. David
$262K
NB
1025
Nicolet Bankshares
Wisconsin
$261K -$99.7K -1,191 -23%