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FISV

Fiserv Inc

1,252 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, 496 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
1,252
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
RWM
1376
Ritholtz Wealth Management
New York
MCWS
1377
McKinley Carter Wealth Services
West Virginia
DAS
1378
Dynamic Advisor Solutions
Arizona
HCM
1379
Howard Capital Management
Georgia
BFM
1380
Boothbay Fund Management
New York
HAG
1381
HF Advisory Group
Maryland
ACM
1382
Alta Capital Management
Utah
DAS
1383
Diversify Advisory Services
Utah
CM
1384
Cercano Management
Washington
WAP
1385
Wealthcare Advisory Partners
Pennsylvania
FNBTCON
1386
First National Bank & Trust Co of Newtown
Pennsylvania
AFG
1387
Atomi Financial Group
New York
SMA
1388
Sage Mountain Advisors
Georgia
CWM
1389
Connecticut Wealth Management
Connecticut
AGP
1390
Aspire Growth Partners
Florida
WT
1391
Washington Trust
Rhode Island
FAM
1392
Formidable Asset Management
Ohio
RG
1393
Renaissance Group
Kentucky
PFS
1394
Prospera Financial Services
Texas
PWP
1395
Prasad Wealth Partners
Ohio
BA
1396
Bridgewater Advisors
New York
CWM
1397
Chesapeake Wealth Management
Virginia
WA
1398
WBH Advisory
Maryland
RWP
1399
RWA Wealth Partners
Massachusetts
CWM
1400
Centurion Wealth Management
Virginia