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
LAS
1101
Lloyd Advisory Services
Georgia
$143K
GWM
1102
Geneos Wealth Management
Colorado
$140K
SS
1103
Sunbelt Securities
Texas
$139K
NS
1104
NBC Securities
Alabama
$138K
HWA
1105
Heritage Wealth Advisors
Virginia
$137K
ICCON
1106
Investment Counsel Company of Nevada
Nevada
$134K
CM
1107
Castleark Management
Illinois
$134K
DSC
1108
Daytona Street Capital
Missouri
$134K
EPW
1109
Evergreen Private Wealth
Colorado
$133K
QC
1110
Quent Capital
New York
$117K
RIL
1111
Rothschild Investment LLC
Illinois
$117K
USB
1112
Union Savings Bank
Connecticut
$114K
MIM
1113
Meridiem Investment Management
United Kingdom
$114K
CIA
1114
Cape Investment Advisory
Georgia
$114K
CFFP
1115
Center for Financial Planning
Michigan
$113K
HC
1116
Hara Capital
Washington
$112K
OL
1117
OneFund LLC
Florida
$111K
BFPW
1118
BOK Financial Private Wealth
Colorado
$110K
BOTPPF
1119
Board of the Pension Protection Fund
United Kingdom
$107K
CH
1120
Canton Hathaway
Rhode Island
$105K
BAM
1121
Bellevue Asset Management
Washington
$103K
OSNBOA
1122
Old Second National Bank of Aurora
Illinois
$102K
WC
1123
Wexford Capital
Florida
$97.7K
SBFM
1124
S-Bank Fund Management
Finland
$94.4K
GWSG
1125
GPS Wealth Strategies Group
Colorado
$93.6K