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
CLA
1001
Carnegie Lake Advisors
New Jersey
$272K
AGP
1002
Aspire Growth Partners
Florida
$272K
BTW
1003
Boston Trust Walden
Massachusetts
$271K
WT
1004
Washington Trust
Rhode Island
$270K
LWAM
1005
Legacy Wealth Asset Management
Minnesota
$270K
VCP
1006
Vista Capital Partners
Oregon
$269K
IAG
1007
Ipsen Advisor Group
Arkansas
$269K
RC
1008
RBF Capital
California
$269K
JC
1009
JBF Capital
Colorado
$269K
SAM
1010
Southeastern Asset Management
Tennessee
$268K
TCA
1011
Transcend Capital Advisors
New Jersey
$268K
RG
1012
Renaissance Group
Kentucky
$266K
CIA
1013
Capital Investment Advisors
Georgia
$265K
PFS
1014
Prospera Financial Services
Texas
$264K
RC
1015
Rexford Capital
Texas
$263K
MFS
1016
Madrona Financial Services
Washington
$263K
BCFD
1017
Boit C.F. David
$262K
NB
1018
Nicolet Bankshares
Wisconsin
$261K
SOW
1019
State of Wyoming
Wyoming
$260K
PWP
1020
Prasad Wealth Partners
Ohio
$260K
BRWA
1021
B. Riley Wealth Advisors
Florida
$259K
WWM
1022
Western Wealth Management
Colorado
$257K
NB
1023
NBT Bank
New York
$256K
PWM
1024
Perigon Wealth Management
California
$253K
CNBTD
1025
Citizens National Bank Trust Department
Mississippi
$252K