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