We are live on ! Find out more
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 515 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: 1,7301,394 (-336)

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: 515

Holders
1,394
Holders Change
-336
Holders Change %
-19.42%
% 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
515
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1151
JNBA Financial Advisors
Minnesota
$74.8K
BW
1152
Basepoint Wealth
Iowa
$70.8K +$88.2K +1,054 New
TPCW
1153
TD Private Client Wealth
New York
$69.7K -$26K -310 -23%
TFA
1154
Transamerica Financial Advisors
Florida
$68.3K +$24.9K +298 +42%
CJ
1155
Caitlin John
Michigan
$67.5K -$4.02K -48 -5%
AWM
1156
Abound Wealth Management
Tennessee
$67.3K +$75.3K +899 +881%
PTC
1157
Private Trust Company
Ohio
$67.2K -$13.6K -162 -14%
SN
1158
Sittner & Nelson
Oregon
$62.5K +$71.2K +850 +443%
TLA
1159
Tanglewood Legacy Advisors
Texas
$58.6K
CA
1160
Crewe Advisors
Utah
$58.4K -$70.3K -840 -49%
SIC
1161
SJS Investment Consulting
Ohio
$56.9K +$41.4K +494 +140%
EWM
1162
Evermay Wealth Management
Virginia
$56.7K
TC
1163
Truvestments Capital
Florida
$56.5K -$39.6K -473 -36%
GKIM
1164
GW&K Investment Management
Massachusetts
$56K +$40.9K +489 +143%
TFGT
1165
TS Financial Group (TSFG)
Illinois
$55K +$29.6K +353 +75%
GWM
1166
Gilpin Wealth Management
Colorado
$54.3K +$67.7K +809 New
Cohen & Steers
1167
Cohen & Steers
New York
$54K
PPC
1168
Park Place Capital
Alabama
$53.7K -$110K -1,311 -62%
SSG
1169
Summit Securities Group
New York
$53.7K -$11.5K -137 -15%
TC
1170
Trust Company
Kansas
$52.3K -$45K -538 -41%
SL
1171
Salomon & Ludwin
Virginia
$51.3K +$6.03K +72 +10%
RCM
1172
Raleigh Capital Management
North Carolina
$51.3K -$23.2K -277 -27%
KFAS
1173
Keating Financial Advisory Services
Kansas
$51K +$63.6K +760 New
PWPS
1174
Pinnacle Wealth Planning Services
Ohio
$50.4K +$62.9K +751 New
DE
1175
DV Equities
Illinois
$50.3K +$62.7K +749 New