We are live on ! Find out more
FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 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

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

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: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% 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
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
CA
1026
CoreCap Advisors
Michigan
$60.3K -$7.98K -129 -11%
BW
1027
Basepoint Wealth
Iowa
$58.8K
SN
1028
Sittner & Nelson
Oregon
$58.1K
RF
1029
Rossby Financial
Florida
$55.3K +$48.3K +781 +360%
HIM
1030
Hillsdale Investment Management
Ontario, Canada
$55K -$410K -6,620 -87%
CA
1031
Crewe Advisors
Utah
$54.9K +$7.05K +114 +13%
OCWP
1032
Owl Creek Wealth Partners
Colorado
$48.9K +$54.2K +876 New
GWM
1033
Gilpin Wealth Management
Colorado
$48.7K +$3.96K +64 +8%
TLA
1034
Tanglewood Legacy Advisors
Texas
$48.7K
CJ
1035
Caitlin John
Michigan
$47.8K -$9.16K -148 -15%
SL
1036
Salomon & Ludwin
Virginia
$47.6K +$5.01K +81 +11%
EWM
1037
Evermay Wealth Management
Virginia
$47.1K
TFGT
1038
TS Financial Group (TSFG)
Illinois
$46K
Cohen & Steers
1039
Cohen & Steers
New York
$45K
TC
1040
Trust Company
Kansas
$43.5K
RWM
1041
Rialto Wealth Management
New York
$43.3K +$48K +776 New
WSFG
1042
Wall Street Financial Group
Illinois
$43.1K +$47.8K +773 New
CPG
1043
Cornerstone Planning Group
New Jersey
$42.7K -$495 -8 -1%
KFAS
1044
Keating Financial Advisory Services
Kansas
$42.1K -$371 -6 -0.8%
C
1045
Covestor
United Kingdom
$42K +$33.7K +545 +275%
SVWA
1046
Sarver Vrooman Wealth Advisors
Missouri
$41K +$34.9K +564 +330%
ISWM
1047
Intesa Sanpaolo Wealth Management
$40.5K
DWP
1048
Destiny Wealth Partners
Florida
$40.3K +$44.7K +723 New
RCM
1049
Raleigh Capital Management
North Carolina
$40.3K -$2.54K -41 -5%
IAAG
1050
Innovative Asset Advisors Group
Connecticut
$40K +$44.3K +716 New