FISV

Fiserv Inc

1,368 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 662 reducing their positions, and 511 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: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,368
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
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
SA
1326
Strategic Advocates
Utah
$1.55K
HFS
1327
Horizon Financial Services
North Carolina
$1.41K
BHWM
1328
Beaird Harris Wealth Management
Texas
$1.41K
NMG
1329
New Millennium Group
Utah
$1.41K
W
1330
WealthCollab
Washington
$1.34K
BFS
1331
Bare Financial Services
Pennsylvania
$1.34K
NL
1332
NVWM LLC
Pennsylvania
$1.34K
WW
1333
Winnow Wealth
Texas
$1.29K
JWM
1334
Jessup Wealth Management
Ohio
$1.28K
QWM
1335
Quaker Wealth Management
New Jersey
$1.21K
LB
1336
Legacy Bridge
Iowa
$1.21K
AP
1337
Aspect Partners
Virginia
$1.21K
SRCM
1338
Signature Resources Capital Management
California
$1.21K
PWM
1339
Proathlete Wealth Management
Florida
$1.21K
WA
1340
Whipplewood Advisors
Colorado
$1.21K
SFS
1341
Sunrise Financial Services
Washington
$1.21K
WA
1342
WestEnd Advisors
North Carolina
$1.14K
GEA
1343
Glen Eagle Advisors
New Jersey
$1.07K
AW
1344
Avion Wealth
Texas
$1K
WCM
1345
Winthrop Capital Management
Indiana
$1K
PS
1346
PayPay Securities
Japan
$940
MSL
1347
Monetary Solutions, Ltd
Ohio
$940
FFO
1348
Fortitude Family Office
Arizona
$806
DI
1349
DAGCO Inc
Ohio
$806
AF
1350
Aviso Financial
Ontario, Canada
$738