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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
BHWM
1351
Beaird Harris Wealth Management
Texas
$1.41K -$1.34K -16 -43%
NMG
1352
New Millennium Group
Utah
$1.41K -$167 -2 -9%
W
1353
WealthCollab
Washington
$1.34K -$5.61K -67 -77%
BFS
1354
Bare Financial Services
Pennsylvania
$1.34K -$2.01K -24 -55%
NL
1355
NVWM LLC
Pennsylvania
$1.34K +$419 +5 +33%
WW
1356
Winnow Wealth
Texas
$1.29K +$1.51K +18 +1,800%
B
1357
Bayban
Minnesota
$1.28K +$1.59K +19 New
JWM
1358
Jessup Wealth Management
Ohio
$1.28K +$1.59K +19 New
QWM
1359
Quaker Wealth Management
New Jersey
$1.21K +$753 +9 +100%
LB
1360
Legacy Bridge
Iowa
$1.21K +$1.51K +18 New
AP
1361
Aspect Partners
Virginia
$1.21K -$7.37K -88 -83%
SRCM
1362
Signature Resources Capital Management
California
$1.21K +$167 +2 +13%
PWM
1363
Proathlete Wealth Management
Florida
$1.21K +$1.51K +18 New
SFS
1364
Sunrise Financial Services
Washington
$1.21K +$1.51K +18 New
WA
1365
Whipplewood Advisors
Colorado
$1.21K +$1.51K +18 New
WA
1366
WestEnd Advisors
North Carolina
$1.14K +$419 +5 +42%
SWM
1367
SHP Wealth Management
Massachusetts
$1.08K +$1.34K +16 New
GEA
1368
Glen Eagle Advisors
New Jersey
$1.07K
AW
1369
Avion Wealth
Texas
$1K -$12.5K -149 -84%
WCM
1370
Winthrop Capital Management
Indiana
$1K +$1.67K +20 New
PS
1371
PayPay Securities
Japan
$940 +$167 +2 +17%
MS
1372
Monetary Solutions
Ohio
$940 +$1.17K +14 New
FFO
1373
Fortitude Family Office
Arizona
$806 -$19.8K -237 -95%
DI
1374
DAGCO Inc
Ohio
$806
AF
1375
Aviso Financial
Ontario, Canada
$738 -$785K -9,383 -100%