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
BCWM
1026
Bartlett & Co Wealth Management
Ohio
$249K
BAM
1027
Belpointe Asset Management
Nevada
$248K
WBC
1028
Westpac Banking Corp
Australia
$248K
HBW
1029
Hazlett, Burt & Watson
West Virginia
$247K
CHAM
1030
Clear Harbor Asset Management
Connecticut
$245K
WIA
1031
Westbourne Investment Advisors
Maryland
$244K
BA
1032
Bridgewater Advisors
New York
$242K
CWM
1033
Chesapeake Wealth Management
Virginia
$239K
DIA
1034
Dean Investment Associates
Ohio
$238K
CIA
1035
Citadel Investment Advisory
Ohio
$238K
TA
1036
TrueWealth Advisors
Alabama
$237K
WA
1037
WBH Advisory
Maryland
$237K
RWP
1038
RWA Wealth Partners
Massachusetts
$234K
WT
1039
Whittier Trust
California
$233K
CWM
1040
Centurion Wealth Management
Virginia
$232K
MIA
1041
MMBG Investment Advisors
Florida
$232K
SAI
1042
Savvy Advisors Inc
New York
$232K
QCG
1043
Quadrant Capital Group
Ohio
$232K
SCM
1044
Shelton Capital Management
Colorado
$231K
ABLA
1045
Alan B. Lancz & Associates
Ohio
$228K
OF
1046
Optimize Financial
California
$228K
Koshinski Asset Management
1047
Koshinski Asset Management
Illinois
$226K
APC
1048
Aspire Private Capital
North Carolina
$226K
HIP
1049
HUB Investment Partners
Texas
$225K
BFA
1050
Beacon Financial Advisory
Ohio
$224K