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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% 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
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
PGAM
1076
Princeton Global Asset Management
New Jersey
$25.4K
NWM
1077
Nova Wealth Management
Florida
$25K +$20.2K +326 +267%
PIM
1078
Plato Investment Management
Australia
$24.3K -$355K -5,735 -93%
TWD
1079
True Wealth Design
Ohio
$24.2K +$7.55K +122 +39%
BOJHT
1080
Bank of Jackson Hole Trust
Wyoming
$24K +$18.5K +299 +228%
GFA
1081
Godfrey Financial Associates
New York
$23.8K
OWA
1082
Opal Wealth Advisors
New York
$22.8K +$25.2K +408 New
EP
1083
Elkhorn Partners
Nebraska
$22.3K +$16.7K +270 +208%
RBI
1084
Raiffeisen Bank International
Austria
$22.3K -$567K -9,170 -96%
TWM
1085
Tripletail Wealth Management
Florida
$22.2K
GAG
1086
Goodman Advisory Group
Massachusetts
$22K
SC
1087
Swan Capital
Florida
$21.3K +$5.07K +82 +27%
CLOS
1088
Compagnie Lombard Odier SCmA
Switzerland
$21.2K
ADL
1089
Asset Dedication LLC
California
$21K +$20.7K +335 +817%
HC
1090
Hoese & Co
Minnesota
$20.5K
PSB
1091
Piscataqua Savings Bank
New Hampshire
$19.8K
YDMI
1092
Y.D. More Investments
Israel
$19.1K -$447K -7,226 -95%
NS
1093
NBC Securities
Alabama
$18.8K -$106K -1,719 -84%
DCM
1094
Davis Capital Management
Florida
$18.4K -$248 -4 -1%
PWAM
1095
Private Wealth Asset Management
Iowa
$18.3K -$3.09K -50 -13%
GIA
1096
GHP Investment Advisors
Colorado
$17.9K -$7.67K -124 -28%
PWA
1097
Physician Wealth Advisors
Utah
$17.7K -$1.92K -31 -9%
MWA
1098
Medallion Wealth Advisors
Connecticut
$17.3K
WIM
1099
Westside Investment Management
California
$17.2K -$248 -4 -1%
CFB
1100
Cullen/Frost Bankers
Texas
$16.1K -$10.4K -168 -37%

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,157 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.