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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% of All Funds
15.44%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
WTA
1201
Washington Trust Advisors
Massachusetts
$2.23K +$2.48K +40 New
RWS
1202
Retirement Wealth Solutions
Wisconsin
$2.12K +$2.35K +38 New
HI
1203
Hoey Investments
Pennsylvania
$2.06K -$6.19K -100 -73%
PUI
1204
Purpose Unlimited Inc
$2.01K +$2.23K +36 New
AFC
1205
Ares Financial Consulting
California
$2K
TF
1206
Tompkins Financial
New York
$1.95K
CFSG
1207
Community Financial Services Group
Vermont
$1.94K +$2.17K +35 New
SFS
1208
Sunrise Financial Services
Washington
$1.67K +$743 +12 +67%
WA
1209
Whipplewood Advisors
Colorado
$1.67K +$743 +12 +67%
DWM
1210
Dogwood Wealth Management
Kansas
$1.62K -$557 -9 -24%
CWP
1211
Clark Wealth Partners
Illinois
$1.51K +$1.67K +27 New
ACA
1212
American Capital Advisory
Idaho
$1.4K -$62 -1 -4%
SIM
1213
Synergy Investment Management
Florida
$1.4K +$1.55K +25 New
TSMHT
1214
Thurston Springer Miller Herd & Titak
Indiana
$1.39K -$1.24K -20 -44%
PWS
1215
Peterson Wealth Services
Utah
$1.34K -$136K -2,194 -99%
BHWM
1216
Beaird Harris Wealth Management
Texas
$1.17K
NL
1217
NVWM LLC
Pennsylvania
$1.12K
BH
1218
Burk Holdings
Oklahoma
$1.12K +$1.24K +20 New
PWA
1219
Portus Wealth Advisors
North Carolina
$1.12K +$1.24K +20 New
CIAS
1220
CBIZ Investment Advisory Services
Ohio
$1.06K -$3.34K -54 -74%
HFS
1221
Hughes Financial Services
Virginia
$1.06K -$1.05K -17 -47%
AT
1222
Arlington Trust
Alabama
$1.06K +$1.18K +19 New
WA
1223
WPG Advisers
Maryland
$1K -$3.28K -53 -75%
AP
1224
Aspect Partners
Virginia
$1K
PWM
1225
Proathlete Wealth Management
Florida
$1K

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,156 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.