FISV

Fiserv Inc

1,379 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 514 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)

59% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 514

Holders
1,379
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
SFS
1351
Sunrise Financial Services
Washington
$1.21K
WA
1352
WestEnd Advisors
North Carolina
$1.14K
SWM
1353
SHP Wealth Management
Massachusetts
$1.08K
GEA
1354
Glen Eagle Advisors
New Jersey
$1.07K
AW
1355
Avion Wealth
Texas
$1K
WCM
1356
Winthrop Capital Management
Indiana
$1K
PS
1357
PayPay Securities
Japan
$940
MS
1358
Monetary Solutions
Ohio
$940
FFO
1359
Fortitude Family Office
Arizona
$806
DI
1360
DAGCO Inc
Ohio
$806
AF
1361
Aviso Financial
Ontario, Canada
$738
MIM
1362
MTM Investment Management
South Carolina
$672
ECA
1363
Elevated Capital Advisors
Utah
$672
MCA
1364
McGuire Capital Advisors
Oklahoma
$672
FAMI
1365
Fideuram Asset Management (Ireland)
$544
DPW
1366
DiNuzzo Private Wealth
Pennsylvania
$471
GSWM
1367
Golden State Wealth Management
California
$470
FCAS
1368
First Command Advisory Services
Texas
$470
CMA
1369
Cedar Mountain Advisors
Oregon
$403
PMAM
1370
Picton Mahoney Asset Management
Ontario, Canada
$403
Q1WB
1371
Quest 10 Wealth Builders
Virginia
$346
ACM
1372
Anfield Capital Management
California
$336
BHWM
1373
Bay Harbor Wealth Management
Maryland
$335
CB
1374
CNB Bank
Pennsylvania
$202
AG
1375
AmeriFlex Group
Nevada
$202