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
CPG
1176
Cornerstone Planning Group
New Jersey
$48.9K +$23.5K +281 +60%
ISWM
1177
Intesa Sanpaolo Wealth Management
$48.7K +$60.7K +725 New
GBT
1178
Grove Bank & Trust
Florida
$48.4K -$1.09K -13 -2%
FPB
1179
First PREMIER Bank
South Dakota
$47K
TFIPS
1180
Towarzystwo Funduszy Inwestycyjnych PZU SA
$46.3K
DMBA
1181
Deseret Mutual Benefit Administrators
Utah
$46.3K +$25.9K +309 +81%
PMFA
1182
Plante Moran Financial Advisors
Michigan
$46K -$5.44K -65 -9%
BONH
1183
Bank of New Hampshire
New Hampshire
$46K
CSPIA
1184
Cary Street Partners Investment Advisory
Virginia
$45.3K -$142K -1,695 -72%
EB
1185
Eastern Bank
Massachusetts
$44.2K +$31.9K +381 +138%
SAG
1186
SageView Advisory Group
California
$43.5K +$54.2K +647 New
OCM
1187
Osterweis Capital Management
California
$43.3K -$71.2K -851 -57%
VC
1188
Vestor Capital
Illinois
$41K +$152K +1,815 +193%
IWP
1189
IAG Wealth Partners
Wisconsin
$40.7K +$23K +275 +83%
GSIAS
1190
Garden State Investment Advisory Services
New Jersey
$37.7K -$20.3K -242 -30%
RDFA
1191
Ritter Daniher Financial Advisory
Ohio
$37.5K +$46.8K +559 New
FP
1192
Financial Perspectives
Minnesota
$36.9K
RAM
1193
Reflection Asset Management
South Carolina
$35.9K +$44.8K +535 New
TCM
1194
Triumph Capital Management
Colorado
$35.5K +$44.2K +528 New
AP
1195
Atwood & Palmer
Missouri
$33.6K
MHIP
1196
Mountain Hill Investment Partners
New Jersey
$33.6K +$41.9K +500 New
MCP
1197
Miller Capital Partners
Michigan
$31.5K +$39.3K +469 New
CFB
1198
Cullen/Frost Bankers
Texas
$30.7K -$4.82M -57,579 -99%
PGAM
1199
Princeton Global Asset Management
New Jersey
$30.6K
EBA
1200
Eagle Bay Advisors
New York
$30.2K +$37.7K +450 New