We are live on ! Find out more
FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $617M | Put options by funds: $501M

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

46% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% of All Funds
15.43%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
GSEP
1176
Golden State Equity Partners
California
$4.35K +$4.83K +78 New
MCA
1177
McGuire Capital Advisors
Oklahoma
$4.13K +$3.96K +64 +640%
LA
1178
LM Advisors
California
$4.01K -$2.78K -45 -17%
AIC
1179
Archer Investment Corporation
Indiana
$3.79K -$9.16K -148 -69%
T
1180
Tidemark
California
$3.74K +$1.73K +28 +72%
FFL
1181
Financial Freedom LLC
Ohio
$3.74K +$4.15K +67 New
PWMG
1182
Private Wealth Management Group
New Jersey
$3.57K
CFG
1183
Clayton Financial Group
Missouri
$3.52K -$2.17K -35 -36%
BFS
1184
Beacon Financial Strategies
North Carolina
$3.4K
MAFA
1185
MJT & Associates Financial Advisory
Minnesota
$3.18K
CWM
1186
Consultiva Wealth Management
Puerto Rico
$2.85K
BIA
1187
Bell Investment Advisors
California
$2.79K -$433 -7 -12%
SGK
1188
Steigerwald Gordon & Koch
Virginia
$2.79K
YAL
1189
Your Advocates Ltd
Texas
$2.79K
FCAS
1190
First Command Advisory Services
Texas
$2.73K +$2.6K +42 +600%
SWM
1191
SHP Wealth Management
Massachusetts
$2.69K +$1.98K +32 +200%
CMA
1192
Cedar Mountain Advisors
Oregon
$2.57K +$2.48K +40 +667%
CFM
1193
Cornerstone Financial Management
Massachusetts
$2.34K +$495 +8 +24%
RJA
1194
Ross\Johnson & Associates
Minnesota
$2.29K
WTA
1195
Washington Trust Advisors
Massachusetts
$2.23K +$2.48K +40 New
RWS
1196
Retirement Wealth Solutions
Wisconsin
$2.12K +$2.35K +38 New
HI
1197
Hoey Investments
Pennsylvania
$2.06K -$6.19K -100 -73%
PUI
1198
Purpose Unlimited Inc
$2.01K +$2.23K +36 New
AFC
1199
Ares Financial Consulting
California
$2K
TF
1200
Tompkins Financial
New York
$1.95K