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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
CFSG
1201
Community Financial Services Group
Vermont
$1.94K +$2.17K +35 New
SFS
1202
Sunrise Financial Services
Washington
$1.67K +$743 +12 +67%
WA
1203
Whipplewood Advisors
Colorado
$1.67K +$743 +12 +67%
DWM
1204
Dogwood Wealth Management
Kansas
$1.62K -$557 -9 -24%
CWP
1205
Clark Wealth Partners
Illinois
$1.51K +$1.67K +27 New
ACA
1206
American Capital Advisory
Idaho
$1.4K -$62 -1 -4%
SIM
1207
Synergy Investment Management
Florida
$1.4K +$1.55K +25 New
TSMHT
1208
Thurston Springer Miller Herd & Titak
Indiana
$1.39K -$1.24K -20 -44%
PWS
1209
Peterson Wealth Services
Utah
$1.34K -$136K -2,194 -99%
BHWM
1210
Beaird Harris Wealth Management
Texas
$1.17K
NL
1211
NVWM LLC
Pennsylvania
$1.12K
BH
1212
Burk Holdings
Oklahoma
$1.12K +$1.24K +20 New
PWA
1213
Portus Wealth Advisors
North Carolina
$1.12K +$1.24K +20 New
CIAS
1214
CBIZ Investment Advisory Services
Ohio
$1.06K -$3.34K -54 -74%
HFS
1215
Hughes Financial Services
Virginia
$1.06K -$1.05K -17 -47%
AT
1216
Arlington Trust
Alabama
$1.06K +$1.18K +19 New
WA
1217
WPG Advisers
Maryland
$1K -$3.28K -53 -75%
AP
1218
Aspect Partners
Virginia
$1K
PWM
1219
Proathlete Wealth Management
Florida
$1K
WA
1220
WestEnd Advisors
North Carolina
$949
FFO
1221
Fortitude Family Office
Arizona
$949 +$309 +5 +42%
BHWM
1222
Bay Harbor Wealth Management
Maryland
$892 +$681 +11 +220%
CBT
1223
Crews Bank & Trust
Florida
$837 -$12K -194 -93%
TFM
1224
TFC Financial Management
Massachusetts
$837 -$1.92K -31 -67%
TCM
1225
TD Capital Management
Tennessee
$781 -$743 -12 -46%