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
HC
1201
Hoese & Co
Minnesota
$24.7K
AS
1202
Altshuler Shaham
Israel
$24.4K
PSB
1203
Piscataqua Savings Bank
New Hampshire
$23.8K
LI
1204
LRI Investments
Florida
$23.7K
PWA
1205
Physician Wealth Advisors
Utah
$23.4K
FMP
1206
Financial Management Professionals
Texas
$22.7K
HNW
1207
High Note Wealth
Minnesota
$22.5K
DCM
1208
Davis Capital Management
Florida
$22.4K
GTAM
1209
Global Trust Asset Management
Florida
$22K
TWD
1210
True Wealth Design
Ohio
$21K
WIM
1211
Westside Investment Management
California
$21K
SC
1212
Swan Capital
Florida
$20.2K
AWM
1213
Activest Wealth Management
Florida
$19.5K
MCM
1214
MV Capital Management
Maryland
$18.9K
GCM
1215
Gunpowder Capital Management
Maryland
$18.5K
MA
1216
MCF Advisors
Kentucky
$18K
OP
1217
ORG Partners
Indiana
$17.9K
EPIM
1218
Evelyn Partners Investment Management
$16.8K
CFO
1219
CVA Family Office
Colorado
$16.4K
MCA
1220
Midwest Capital Advisors
Michigan
$16.4K
HCM
1221
Hollencrest Capital Management
California
$15.6K
RWA
1222
Redmont Wealth Advisors
Illinois
$15.5K
EW
1223
Elyxium Wealth
California
$15.4K
Barrow, Hanley, Mewhinney & Strauss
1224
Barrow, Hanley, Mewhinney & Strauss
Texas
$15.4K
SIS
1225
Sound Income Strategies
Florida
$14.8K