We are live on ! Find out more
FISV

Fiserv Inc

1,143 hedge funds and large institutions have $23.4B invested in Fiserv Inc in 2026 Q2 according to their latest regulatory filings, with 105 funds opening new positions, 386 increasing their positions, 506 reducing their positions, and 201 closing their positions.

New
Increased
Maintained
Reduced
Closed

21% more funds holding in top 10

Funds holding in top 10: 1417 (+3)

2.3% more ownership

Funds ownership: 87%89.3% (+2.3%)

9% less funds holding

Funds holding: 1,2611,143 (-118)

10% less capital invested

Capital invested by funds: $26B → $23.4B (-$2.59B)

20% less call options, than puts

Call options by funds: $437M | Put options by funds: $548M

24% less repeat investments, than reductions

Existing positions increased: 386 | Existing positions reduced: 506

48% less first-time investments, than exits

New positions opened: 105 | Existing positions closed: 201

Holders
1,143
Holders Change
-118
Holders Change %
-9.36%
% of All Funds
13.81%
Holding in Top 10
17
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+21.43%
% of All Funds
0.21%
New
105
Increased
386
Reduced
506
Closed
201
Calls
$437M
Puts
$548M
Net Calls
-$111M
Net Calls Change
-$227M
Name Holding Trade Value Shares
Change
Change in
Stake
IAAG
1301
Innovative Asset Advisors Group
Connecticut
-$40K -716 Closed
SNB
1302
Security National Bank
Nebraska
-$33.5K -600 Closed
MCP
1303
Miller Capital Partners
Michigan
-$26.2K -469 Closed
PIM
1304
Plato Investment Management
Australia
-$24.3K -435 Closed
BOJHT
1305
Bank of Jackson Hole Trust
Wyoming
-$24K -430 Closed
OWA
1306
Opal Wealth Advisors
New York
-$22.8K -408 Closed
EP
1307
Elkhorn Partners
Nebraska
-$22.3K -400 Closed
GAG
1308
Goodman Advisory Group
Massachusetts
-$22K -395 Closed
EA
1309
Evergreen Advisors
Tennessee
-$15.1K -270 Closed
TPWA
1310
Twin Peaks Wealth Advisors
California
-$14.8K -266 Closed
Barrow, Hanley, Mewhinney & Strauss
1311
Barrow, Hanley, Mewhinney & Strauss
Texas
-$14.3K -257 Closed
LA
1312
LM Advisors
California
-$4.01K -224 Closed
SIS
1313
Sound Income Strategies
Florida
-$12.4K -223 Closed
TGY2IT
1314
Timothy G. Youngquist 2020 Irrevocable Trust
Florida
-$10.6K -190 Closed
EI
1315
EFG International
-$9.77K -175 Closed
BFS
1316
Bare Financial Services
Pennsylvania
-$8.2K -147 Closed
BA
1317
Ballast Advisors
Minnesota
-$7.98K -143 Closed
VIS
1318
Vega Investment Solutions
France
-$7.31K -131 Closed
EWM
1319
Evolution Wealth Management
Florida
-$5.58K -100 Closed
WA
1320
Westfuller Advisors
New York
-$5.13K -92 Closed
CTB
1321
Country Trust Bank
Illinois
-$4.97K -89 Closed
IWS
1322
Intentional Wealth Strategies
Colorado
-$4.91K -88 Closed
CA
1323
Centerpoint Advisors
Massachusetts
-$5K -84 Closed
MCA
1324
McGuire Capital Advisors
Oklahoma
-$4.13K -74 Closed
FFL
1325
Financial Freedom LLC
Ohio
-$3.74K -67 Closed

FISV Hedge Fund Activity: Q2 2026 in Review

1,143 of the 8,279 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q2 2026, worth a combined $23.4B — down 10% from $26B a quarter earlier.

Sellers outnumbered buyers: 201 funds closed out of FISV and 105 opened new positions — a net loss of 96 holders — while 506 trimmed existing stakes and 386 added.

The largest buyer was Hotchkis & Wiley Capital Management, adding an estimated $259M. The largest seller was Longview Partners, exiting entirely with an estimated $162M sold.

  • 1,143 institutional investors held Fiserv Inc (FISV) as of Q2 2026, down from 1,261 in Q1 2026.
  • Funds reported $23.4B of Fiserv Inc stock for Q2 2026, down 10% quarter-over-quarter.
  • 105 funds opened new Fiserv Inc positions in Q2 2026 and 201 closed out, a net change of -96 holders.
  • The largest Fiserv Inc buyer in Q2 2026 was Hotchkis & Wiley Capital Management, an estimated $259M added.
  • The largest Fiserv Inc seller in Q2 2026 was Longview Partners, an estimated $162M sold.

Based on aggregated 13F filings for Q2 2026.