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
GWM
1101
Geneos Wealth Management
Colorado
$140K
SS
1102
Sunbelt Securities
Texas
$139K
NS
1103
NBC Securities
Alabama
$138K
HWA
1104
Heritage Wealth Advisors
Virginia
$137K
CM
1105
Castleark Management
Illinois
$134K
ICCON
1106
Investment Counsel Company of Nevada
Nevada
$134K
DSC
1107
Daytona Street Capital
Missouri
$134K
EPW
1108
Evergreen Private Wealth
Colorado
$133K
QC
1109
Quent Capital
New York
$117K
RIL
1110
Rothschild Investment LLC
Illinois
$117K
USB
1111
Union Savings Bank
Connecticut
$114K
MIM
1112
Meridiem Investment Management
United Kingdom
$114K
CIA
1113
Cape Investment Advisory
Georgia
$114K
CFFP
1114
Center for Financial Planning
Michigan
$113K
HC
1115
Hara Capital
Washington
$112K
OL
1116
OneFund LLC
Florida
$111K
BFPW
1117
BOK Financial Private Wealth
Colorado
$110K
BOTPPF
1118
Board of the Pension Protection Fund
United Kingdom
$107K
CH
1119
Canton Hathaway
Rhode Island
$105K
BAM
1120
Bellevue Asset Management
Washington
$103K
OSNBOA
1121
Old Second National Bank of Aurora
Illinois
$102K
WC
1122
Wexford Capital
Florida
$97.7K
SBFM
1123
S-Bank Fund Management
Finland
$94.4K
GWSG
1124
GPS Wealth Strategies Group
Colorado
$93.6K
A
1125
Allianz
Germany
$92.3K