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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
TWD
1076
True Wealth Design
Ohio
$24.2K +$7.55K +122 +39%
BOJHT
1077
Bank of Jackson Hole Trust
Wyoming
$24K +$18.5K +299 +228%
GFA
1078
Godfrey Financial Associates
New York
$23.8K
OWA
1079
Opal Wealth Advisors
New York
$22.8K +$25.2K +408 New
EP
1080
Elkhorn Partners
Nebraska
$22.3K +$16.7K +270 +208%
RBI
1081
Raiffeisen Bank International
Austria
$22.3K -$567K -9,170 -96%
TWM
1082
Tripletail Wealth Management
Florida
$22.2K
GAG
1083
Goodman Advisory Group
Massachusetts
$22K
SC
1084
Swan Capital
Florida
$21.3K +$5.07K +82 +27%
CLOS
1085
Compagnie Lombard Odier SCmA
Switzerland
$21.2K
ADL
1086
Asset Dedication LLC
California
$21K +$20.7K +335 +817%
HC
1087
Hoese & Co
Minnesota
$20.5K
PSB
1088
Piscataqua Savings Bank
New Hampshire
$19.8K
YDMI
1089
Y.D. More Investments
Israel
$19.1K -$447K -7,226 -95%
NS
1090
NBC Securities
Alabama
$18.8K -$106K -1,719 -84%
DCM
1091
Davis Capital Management
Florida
$18.4K -$248 -4 -1%
PWAM
1092
Private Wealth Asset Management
Iowa
$18.3K -$3.09K -50 -13%
GIA
1093
GHP Investment Advisors
Colorado
$17.9K -$7.67K -124 -28%
PWA
1094
Physician Wealth Advisors
Utah
$17.7K -$1.92K -31 -9%
MWA
1095
Medallion Wealth Advisors
Connecticut
$17.3K
WIM
1096
Westside Investment Management
California
$17.2K -$248 -4 -1%
CFB
1097
Cullen/Frost Bankers
Texas
$16.1K -$10.4K -168 -37%
CAL
1098
Capital Advisors Ltd
Ohio
$16K -$8.72K -141 -33%
OAJ
1099
Ogorek Anthony Joseph
New York
$16K +$11.5K +186 +169%
HNW
1100
High Note Wealth
Minnesota
$15.4K -$3.65K -59 -18%