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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 515 closing their positions.

New
Increased
Maintained
Reduced
Closed

44% more call options, than puts

Call options by funds: $1.04B | Put options by funds: $725M

0.73% less ownership

Funds ownership: 88.6%87.87% (-0.73%)

19% less funds holding

Funds holding: 1,7301,394 (-336)

38% less repeat investments, than reductions

Existing positions increased: 415 | Existing positions reduced: 668

48% less capital invested

Capital invested by funds: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 515

Holders
1,394
Holders Change
-336
Holders Change %
-19.42%
% of All Funds
16.96%
Holding in Top 10
16
Holding in Top 10 Change
-20
Holding in Top 10 Change %
-55.56%
% of All Funds
0.19%
New
217
Increased
415
Reduced
668
Closed
515
Calls
$1.04B
Puts
$725M
Net Calls
+$316M
Net Calls Change
+$384M
Name Holding Trade Value Shares
Change
Change in
Stake
EPG
1326
Estate Planners Group
Pennsylvania
$2.82K +$3.52K +42 New
IPS
1327
Investors Portfolio Services
Washington
$2.81K +$3.52K +42 New
ADL
1328
Asset Dedication LLC
California
$2.75K -$6.95K -83 -67%
RJA
1329
Ross\Johnson & Associates
Minnesota
$2.75K -$84 -1 -2%
BWL
1330
Bogart Wealth LLC
Virginia
$2.62K -$251 -3 -7%
T
1331
Tidemark
California
$2.62K
DWM
1332
Dogwood Wealth Management
Kansas
$2.55K -$6.28K -75 -66%
HFS
1333
Hughes Financial Services
Virginia
$2.42K +$1.67K +20 +125%
AFC
1334
Ares Financial Consulting
California
$2.42K +$3.01K +36 New
TF
1335
Tompkins Financial
New York
$2.35K
OW
1336
Olistico Wealth
Oklahoma
$2.35K +$2.93K +35 New
RTL
1337
Red Tortoise LLC
Georgia
$2.28K -$2.76K -33 -49%
CFM
1338
Cornerstone Financial Management
Massachusetts
$2.28K +$2.85K +34 New
TAM
1339
Tucker Asset Management
Colorado
$1.95K +$2.43K +29 New
PWA
1340
Principia Wealth Advisory
Texas
$1.88K +$1.09K +13 +87%
MNA
1341
Manning & Napier Advisors
New York
$1.82K -$56K -669 -96%
FC
1342
Financial Consulate
Maryland
$1.75K +$837 +10 +63%
ACA
1343
American Capital Advisory
Idaho
$1.75K +$1.09K +13 +100%
TCM
1344
TD Capital Management
Tennessee
$1.75K -$6.95K -83 -76%
WAG
1345
Wiser Advisor Group
Arizona
$1.68K -$13.8K -165 -87%
CFD
1346
Creative Financial Designs
Indiana
$1.61K -$6.03K -72 -75%
TPBG
1347
Turning Point Benefit Group
Maryland
$1.61K +$837 +10 +71%
SA
1348
Strategic Advocates
Utah
$1.55K
CIAM
1349
Caitong International Asset Management
Hong Kong
$1.54K -$11.7K -140 -86%
HFS
1350
Horizon Financial Services
North Carolina
$1.41K -$1.59K -19 -48%