FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
JWM
1076
JGP Wealth Management
Oregon
$204K
TTWM
1077
TCV Trust & Wealth Management
Virginia
$203K
WHC
1078
Wulff, Hansen & Co
California
$203K
CWA
1079
Clarity Wealth Advisors
California
$202K
EP
1080
EPIQ Partners
Minnesota
$202K
CAMG
1081
CWA Asset Management Group
Florida
$202K
PA
1082
Promethium Advisors
Maryland
$202K
NS
1083
Northland Securities
Minnesota
$202K
VVP
1084
Venture Visionary Partners
Ohio
$201K
PFBT
1085
Parkside Financial Bank & Trust
Missouri
$200K
NRG
1086
Nemes Rush Group
Michigan
$198K
LFG
1087
Larson Financial Group
Missouri
$196K
CAM
1088
Close Asset Management
United Kingdom
$196K
VCM
1089
Versant Capital Management
Arizona
$186K
SC
1090
Steph & Co
Wisconsin
$172K
CF
1091
Centaurus Financial
California
$171K
MCM
1092
Manchester Capital Management
Vermont
$168K
EDRH
1093
Edmond de Rothschild Holding
Switzerland
$168K
SS
1094
SBI Securities
Japan
$163K
Los Angeles Capital Management
1095
Los Angeles Capital Management
California
$160K
MSFP
1096
Mark Sheptoff Financial Planning
Connecticut
$160K
BTI
1097
Blue Trust Inc
Georgia
$152K
PWS
1098
Peterson Wealth Services
Utah
$149K
CT
1099
Colonial Trust
South Carolina
$146K
LAS
1100
Lloyd Advisory Services
Georgia
$143K