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
CHAM
1026
Clear Harbor Asset Management
Connecticut
$245K
WIA
1027
Westbourne Investment Advisors
Maryland
$244K
BA
1028
Bridgewater Advisors
New York
$242K
CWM
1029
Chesapeake Wealth Management
Virginia
$239K
DIA
1030
Dean Investment Associates
Ohio
$238K
CIA
1031
Citadel Investment Advisory
Ohio
$238K
TA
1032
TrueWealth Advisors
Alabama
$237K
WA
1033
WBH Advisory
Maryland
$237K
RWP
1034
RWA Wealth Partners
Massachusetts
$234K
WT
1035
Whittier Trust
California
$233K
CWM
1036
Centurion Wealth Management
Virginia
$232K
MIA
1037
MMBG Investment Advisors
Florida
$232K
SAI
1038
Savvy Advisors Inc
New York
$232K
QCG
1039
Quadrant Capital Group
Ohio
$232K
SCM
1040
Shelton Capital Management
Colorado
$231K
ABLA
1041
Alan B. Lancz & Associates
Ohio
$228K
OF
1042
Optimize Financial
California
$228K
Koshinski Asset Management
1043
Koshinski Asset Management
Illinois
$226K
APC
1044
Aspire Private Capital
North Carolina
$226K
HIP
1045
HUB Investment Partners
Texas
$225K
BFA
1046
Beacon Financial Advisory
Ohio
$224K
CWS
1047
Cypress Wealth Services
California
$224K
MC
1048
Miramar Capital
Illinois
$222K
FIB
1049
First Interstate Bank
Montana
$221K
V
1050
VeraBank
Texas
$221K