We are live on ! Find out more
FISV

Fiserv Inc

1,253 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 129 funds opening new positions, 479 increasing their positions, 496 reducing their positions, and 241 closing their positions.

New
Increased
Maintained
Reduced
Closed

23% more call options, than puts

Call options by funds: $617M | Put options by funds: $501M

0.89% less ownership

Funds ownership: 87.87%86.98% (-0.89%)

3% less repeat investments, than reductions

Existing positions increased: 479 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3941,253 (-141)

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)

46% less first-time investments, than exits

New positions opened: 129 | Existing positions closed: 241

Holders
1,253
Holders Change
-141
Holders Change %
-10.11%
% of All Funds
15.43%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
129
Increased
479
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1401
Centurion Wealth Management
Virginia
-$232K -3,461 Closed
MIA
1402
MMBG Investment Advisors
Florida
-$232K -3,450 Closed
SCM
1403
Shelton Capital Management
Colorado
-$231K -3,444 Closed
OF
1404
Optimize Financial
California
-$228K -3,391 Closed
APC
1405
Aspire Private Capital
North Carolina
-$226K -3,362 Closed
BFA
1406
Beacon Financial Advisory
Ohio
-$224K -3,334 Closed
CWS
1407
Cypress Wealth Services
California
-$224K -3,331 Closed
MC
1408
Miramar Capital
Illinois
-$222K -3,300 Closed
FIB
1409
First Interstate Bank
Montana
-$221K -3,296 Closed
V
1410
VeraBank
Texas
-$221K -3,295 Closed
LI
1411
LVZ Inc
Michigan
-$220K -3,280 Closed
SF
1412
Summit Financial
New Jersey
-$219K -3,266 Closed
FNA
1413
First National Advisers
Nebraska
-$218K -3,246 Closed
FNT
1414
First Nebraska Trust
Nebraska
-$217K -3,235 Closed
IWA
1415
Invera Wealth Advisors
Oregon
-$216K -3,212 Closed
PCMC
1416
Paragon Capital Management (Colorado)
Colorado
-$215K -3,200 Closed
HFA
1417
Highland Financial Advisors
New Jersey
-$215K -3,199 Closed
NP
1418
NorthRock Partners
Minnesota
-$213K -3,167 Closed
TCM
1419
Teza Capital Management
Illinois
-$212K -3,152 Closed
FMLI
1420
Fukoku Mutual Life Insurance
Japan
-$210K -3,122 Closed
Empower Advisory Group
1421
Empower Advisory Group
Colorado
-$209K -3,109 Closed
RFA
1422
Register Financial Advisors
Georgia
-$208K -3,100 Closed
IF
1423
Intrua Financial
Texas
-$208K -3,091 Closed
RP
1424
Riverbridge Partners
Minnesota
-$207K -3,080 Closed
C
1425
Certuity
Florida
-$205K -3,059 Closed