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
JSAM
1276
J. Safra Asset Management
New York
$6.65K
SC
1277
Stephens Consulting
Michigan
$6.58K
CFG
1278
Clayton Financial Group
Missouri
$6.58K
LWM
1279
Lodestone Wealth Management
Washington
$6.25K
NWMP
1280
Noble Wealth Management PBC
Colorado
$6.11K
PP
1281
PFS Partners
New Jersey
$6.05K
DAM
1282
Delta Asset Management
Tennessee
$6.04K
BC
1283
Barrett & Company
Rhode Island
$6.04K
CA
1284
Centerpoint Advisors
Massachusetts
$6K
EFMH
1285
E Fund Management (HK)
Hong Kong
$5.98K
WAG
1286
Wilkerson Advisory Group
Missouri
$5.98K
GAMC
1287
Garner Asset Management Corp
Texas
$5.51K
CC
1288
Corsicana & Co
Texas
$5.44K
BGAI
1289
Bruce G. Allen Investments
Colorado
$5.31K
S
1290
Sachetta
Massachusetts
$5.17K
WWA
1291
Wealth Watch Advisors
Colorado
$5.17K
AAG
1292
Armstrong Advisory Group
Massachusetts
$5.11K
CIAS
1293
CBIZ Investment Advisory Services
Ohio
$4.9K
WA
1294
WPG Advisers
Maryland
$4.77K
PWMG
1295
Private Wealth Management Group
New Jersey
$4.3K
BFS
1296
Beacon Financial Strategies
North Carolina
$4.1K
OC
1297
Optima Capital
Oregon
$4.1K
HWP
1298
Highline Wealth Partners
California
$4.03K
LA
1299
LM Advisors
California
$4K
BIA
1300
Bell Investment Advisors
California
$3.83K