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FISV

Fiserv Inc

1,251 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 479 increasing their positions, 495 reducing their positions, and 241 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

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)

47% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 241

Holders
1,251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$617M
Puts
$501M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1201
Sunrise Financial Services
Washington
$1.67K
DWM
1202
Dogwood Wealth Management
Kansas
$1.62K
CWP
1203
Clark Wealth Partners
Illinois
$1.51K
ACA
1204
American Capital Advisory
Idaho
$1.4K
SIM
1205
Synergy Investment Management
Florida
$1.4K
TSMHT
1206
Thurston Springer Miller Herd & Titak
Indiana
$1.39K
PWS
1207
Peterson Wealth Services
Utah
$1.34K
BHWM
1208
Beaird Harris Wealth Management
Texas
$1.17K
NL
1209
NVWM LLC
Pennsylvania
$1.12K
PWA
1210
Portus Wealth Advisors
North Carolina
$1.12K
BH
1211
Burk Holdings
Oklahoma
$1.12K
CIAS
1212
CBIZ Investment Advisory Services
Ohio
$1.06K
HFS
1213
Hughes Financial Services
Virginia
$1.06K
AT
1214
Arlington Trust
Alabama
$1.06K
WA
1215
WPG Advisers
Maryland
$1K
AP
1216
Aspect Partners
Virginia
$1K
PWM
1217
Proathlete Wealth Management
Florida
$1K
WA
1218
WestEnd Advisors
North Carolina
$949
FFO
1219
Fortitude Family Office
Arizona
$949
BHWM
1220
Bay Harbor Wealth Management
Maryland
$892
CBT
1221
Crews Bank & Trust
Florida
$837
TFM
1222
TFC Financial Management
Massachusetts
$837
TCM
1223
TD Capital Management
Tennessee
$781
CFD
1224
Creative Financial Designs
Indiana
$781
MS
1225
Monetary Solutions
Ohio
$781