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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 516 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $725M

0.73% less ownership

Funds ownership: 88.6%87.87% (-0.73%)

19% less funds holding

Funds holding: 1,7311,394 (-337)

38% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 668

48% less capital invested

Capital invested by funds: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 516

Holders
1,394
Holders Change
-337
Holders Change %
-19.47%
% of All Funds
16.96%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.19%
New
217
Increased
415
Reduced
668
Closed
516
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1101
Manchester Capital Management
Vermont
$168K -$310K -3,703 -60%
EDRH
1102
Edmond de Rothschild Holding
Switzerland
$168K -$84 -1 -0%
SS
1103
SBI Securities
Japan
$163K +$167 +2 +0.1%
Los Angeles Capital Management
1104
Los Angeles Capital Management
California
$160K -$14.7K -175 -7%
MSFP
1105
Mark Sheptoff Financial Planning
Connecticut
$160K
BTI
1106
Blue Trust Inc
Georgia
$152K -$80.4K -961 -30%
PWS
1107
Peterson Wealth Services
Utah
$149K -$28.8K -344 -13%
CT
1108
Colonial Trust
South Carolina
$146K +$63.3K +756 +54%
LAS
1109
Lloyd Advisory Services
Georgia
$143K +$178K +2,130 New
GWM
1110
Geneos Wealth Management
Colorado
$140K -$5M -59,784 -97%
SS
1111
Sunbelt Securities
Texas
$139K +$102K +1,216 +142%
NS
1112
NBC Securities
Alabama
$138K -$905K -10,812 -84%
HWA
1113
Heritage Wealth Advisors
Virginia
$137K -$119K -1,424 -41%
CM
1114
Castleark Management
Illinois
$134K
ICCON
1115
Investment Counsel Company of Nevada
Nevada
$134K
DSC
1116
Daytona Street Capital
Missouri
$134K +$167K +2,000 New
EPW
1117
Evergreen Private Wealth
Colorado
$133K +$101K +1,204 +156%
QC
1118
Quent Capital
New York
$117K -$37.9K -453 -21%
RIL
1119
Rothschild Investment LLC
Illinois
$117K -$162K -1,938 -53%
USB
1120
Union Savings Bank
Connecticut
$114K +$142K +1,700 New
MIM
1121
Meridiem Investment Management
United Kingdom
$114K -$125M -1,494,886 -100%
CIA
1122
Cape Investment Advisory
Georgia
$114K -$235K -2,803 -62%
CFFP
1123
Center for Financial Planning
Michigan
$113K -$53.1K -634 -27%
HC
1124
Hara Capital
Washington
$112K +$139K +1,663 New
OL
1125
OneFund LLC
Florida
$111K +$7.12K +85 +5%