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FISV

Fiserv Inc

1,251 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 128 funds opening new positions, 479 increasing their positions, 495 reducing their positions, and 241 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 repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less funds holding

Funds holding:

19% less funds holding in top 10

Funds holding in top 10: 1613 (-3)

19% less capital invested

Capital invested by funds: $32.1B → $25.9B (-$6.2B)

47% less first-time investments, than exits

New positions opened: 128 | Existing positions closed: 241

Holders
1,251
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
13
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$617M
Puts
$501M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
MCWS
1376
McKinley Carter Wealth Services
West Virginia
DAS
1377
Dynamic Advisor Solutions
Arizona
HCM
1378
Howard Capital Management
Georgia
BFM
1379
Boothbay Fund Management
New York
HAG
1380
HF Advisory Group
Maryland
ACM
1381
Alta Capital Management
Utah
DAS
1382
Diversify Advisory Services
Utah
CM
1383
Cercano Management
Washington
WAP
1384
Wealthcare Advisory Partners
Pennsylvania
FNBTCON
1385
First National Bank & Trust Co of Newtown
Pennsylvania
AFG
1386
Atomi Financial Group
New York
SMA
1387
Sage Mountain Advisors
Georgia
CWM
1388
Connecticut Wealth Management
Connecticut
AGP
1389
Aspire Growth Partners
Florida
WT
1390
Washington Trust
Rhode Island
FAM
1391
Formidable Asset Management
Ohio
RG
1392
Renaissance Group
Kentucky
PFS
1393
Prospera Financial Services
Texas
PWP
1394
Prasad Wealth Partners
Ohio
BA
1395
Bridgewater Advisors
New York
CWM
1396
Chesapeake Wealth Management
Virginia
WA
1397
WBH Advisory
Maryland
RWP
1398
RWA Wealth Partners
Massachusetts
CWM
1399
Centurion Wealth Management
Virginia
MIA
1400
MMBG Investment Advisors
Florida