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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
SOW
1026
State of Wyoming
Wyoming
$260K +$103K +1,226 +46%
PWP
1027
Prasad Wealth Partners
Ohio
$260K -$23.8K -284 -7%
BRWA
1028
B. Riley Wealth Advisors
Florida
$259K -$282K -3,368 -47%
WWM
1029
Western Wealth Management
Colorado
$257K +$132K +1,578 +70%
NB
1030
NBT Bank
New York
$256K -$284K -3,390 -47%
PWM
1031
Perigon Wealth Management
California
$253K -$14.6K -174 -4%
CNBTD
1032
Citizens National Bank Trust Department
Mississippi
$252K -$5.44K -65 -2%
BCWM
1033
Bartlett & Co Wealth Management
Ohio
$249K -$342K -4,083 -52%
BAM
1034
Belpointe Asset Management
Nevada
$248K +$127K +1,518 +70%
WBC
1035
Westpac Banking Corp
Australia
$248K -$294K -3,517 -49%
HBW
1036
Hazlett, Burt & Watson
West Virginia
$247K -$174K -2,075 -36%
CHAM
1037
Clear Harbor Asset Management
Connecticut
$245K -$52.4K -626 -15%
WIA
1038
Westbourne Investment Advisors
Maryland
$244K -$83.7K -1,000 -22%
BA
1039
Bridgewater Advisors
New York
$242K +$30.6K +366 +11%
CWM
1040
Chesapeake Wealth Management
Virginia
$239K -$39.9K -477 -12%
DIA
1041
Dean Investment Associates
Ohio
$238K -$419K -5,011 -59%
CIA
1042
Citadel Investment Advisory
Ohio
$238K
TA
1043
TrueWealth Advisors
Alabama
$237K +$154K +1,840 +109%
WA
1044
WBH Advisory
Maryland
$237K +$84.4K +1,008 +40%
RWP
1045
RWA Wealth Partners
Massachusetts
$234K +$66.7K +797 +30%
WT
1046
Whittier Trust
California
$233K -$255K -3,045 -47%
CWM
1047
Centurion Wealth Management
Virginia
$232K -$262K -3,133 -48%
MIA
1048
MMBG Investment Advisors
Florida
$232K
SAI
1049
Savvy Advisors Inc
New York
$232K +$19.9K +238 +7%
QCG
1050
Quadrant Capital Group
Ohio
$232K -$1.02M -12,212 -78%