FISV

Fiserv Inc

1,368 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 662 reducing their positions, and 511 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)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,368
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
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CIAM
1126
Caitong International Asset Management
Hong Kong
$88.2K
DFA
1127
DHJJ Financial Advisors
Illinois
$83.6K
JWA
1128
JFS Wealth Advisors
Pennsylvania
$82.4K
CA
1129
CoreCap Advisors
Michigan
$81.2K
SNB
1130
Security National Bank
Nebraska
$80.6K
IIM
1131
Intact Investment Management
Quebec, Canada
$80.6K
CH
1132
Cromwell Holdings
Wyoming
$79.5K
APW
1133
Aventura Private Wealth
Florida
$78.7K
RFP
1134
Root Financial Partners
California
$77.8K
AI
1135
Arvest Investments
Arkansas
$77.6K
JFA
1136
JNBA Financial Advisors
Minnesota
$74.8K
BW
1137
Basepoint Wealth
Iowa
$70.8K
TPCW
1138
TD Private Client Wealth
New York
$69.7K
TFA
1139
Transamerica Financial Advisors
Florida
$68.3K
CJ
1140
Caitlin John
Michigan
$67.5K
AWM
1141
Abound Wealth Management
Tennessee
$67.3K
PTC
1142
Private Trust Company
Ohio
$67.2K
SN
1143
Sittner & Nelson
Oregon
$62.5K
TLA
1144
Tanglewood Legacy Advisors
Texas
$58.6K
CA
1145
Crewe Advisors
Utah
$58.4K
SIC
1146
SJS Investment Consulting
Ohio
$56.9K
EWM
1147
Evermay Wealth Management
Virginia
$56.7K
TC
1148
Truvestments Capital
Florida
$56.5K
GKIM
1149
GW&K Investment Management
Massachusetts
$56K
TFGT
1150
TS Financial Group (TSFG)
Illinois
$55K