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
SIM
1126
Sentry Investment Management
Wisconsin
$91K
VNA
1127
Valley National Advisers
Pennsylvania
$91K
FFA
1128
Frazier Financial Advisors
Ohio
$89K
TCOT
1129
Trust Company of Toledo
Ohio
$88.8K
DFA
1130
DHJJ Financial Advisors
Illinois
$83.6K
JWA
1131
JFS Wealth Advisors
Pennsylvania
$82.4K
CA
1132
CoreCap Advisors
Michigan
$81.2K
SNB
1133
Security National Bank
Nebraska
$80.6K
IIM
1134
Intact Investment Management
Quebec, Canada
$80.6K
CH
1135
Cromwell Holdings
Wyoming
$79.5K
APW
1136
Aventura Private Wealth
Florida
$78.7K
RFP
1137
Root Financial Partners
California
$77.8K
AI
1138
Arvest Investments
Arkansas
$77.6K
JFA
1139
JNBA Financial Advisors
Minnesota
$74.8K
BW
1140
Basepoint Wealth
Iowa
$70.8K
TPCW
1141
TD Private Client Wealth
New York
$69.7K
TFA
1142
Transamerica Financial Advisors
Florida
$68.3K
CJ
1143
Caitlin John
Michigan
$67.5K
AWM
1144
Abound Wealth Management
Tennessee
$67.3K
PTC
1145
Private Trust Company
Ohio
$67.2K
SN
1146
Sittner & Nelson
Oregon
$62.5K
TLA
1147
Tanglewood Legacy Advisors
Texas
$58.6K
CA
1148
Crewe Advisors
Utah
$58.4K
SIC
1149
SJS Investment Consulting
Ohio
$56.9K
EWM
1150
Evermay Wealth Management
Virginia
$56.7K