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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% 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
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1026
JNBA Financial Advisors
Minnesota
$62.2K
PTC
1027
Private Trust Company
Ohio
$60.8K +$5.45K +88 +9%
AA
1028
Ancora Advisors
Ohio
$60.3K +$41.1K +665 +160%
CA
1029
CoreCap Advisors
Michigan
$60.3K -$7.98K -129 -11%
BW
1030
Basepoint Wealth
Iowa
$58.8K
SN
1031
Sittner & Nelson
Oregon
$58.1K
RF
1032
Rossby Financial
Florida
$55.3K +$48.3K +781 +360%
HIM
1033
Hillsdale Investment Management
Ontario, Canada
$55K -$410K -6,620 -87%
CA
1034
Crewe Advisors
Utah
$54.9K +$7.05K +114 +13%
OCWP
1035
Owl Creek Wealth Partners
Colorado
$48.9K +$54.2K +876 New
GWM
1036
Gilpin Wealth Management
Colorado
$48.7K +$3.96K +64 +8%
TLA
1037
Tanglewood Legacy Advisors
Texas
$48.7K
CJ
1038
Caitlin John
Michigan
$47.8K -$9.16K -148 -15%
SL
1039
Salomon & Ludwin
Virginia
$47.6K +$5.01K +81 +11%
EWM
1040
Evermay Wealth Management
Virginia
$47.1K
TFGT
1041
TS Financial Group (TSFG)
Illinois
$46K
Cohen & Steers
1042
Cohen & Steers
New York
$45K
TC
1043
Trust Company
Kansas
$43.5K
RWM
1044
Rialto Wealth Management
New York
$43.3K +$48K +776 New
WSFG
1045
Wall Street Financial Group
Illinois
$43.1K +$47.8K +773 New
CPG
1046
Cornerstone Planning Group
New Jersey
$42.7K -$495 -8 -1%
KFAS
1047
Keating Financial Advisory Services
Kansas
$42.1K -$371 -6 -0.8%
C
1048
Covestor
United Kingdom
$42K +$33.7K +545 +275%
SVWA
1049
Sarver Vrooman Wealth Advisors
Missouri
$41K +$34.9K +564 +330%
ISWM
1050
Intesa Sanpaolo Wealth Management
$40.5K

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,157 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.