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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
JWM
1426
JGP Wealth Management
Oregon
-$204K -3,042 Closed
TTWM
1427
TCV Trust & Wealth Management
Virginia
-$203K -3,020 Closed
WHC
1428
Wulff, Hansen & Co
California
-$203K -3,015 Closed
CWA
1429
Clarity Wealth Advisors
California
-$202K -3,010 Closed
EP
1430
EPIQ Partners
Minnesota
-$202K -3,008 Closed
CAMG
1431
CWA Asset Management Group
Florida
-$202K -3,002 Closed
NS
1432
Northland Securities
Minnesota
-$202K -3,000 Closed
PA
1433
Promethium Advisors
Maryland
-$202K -3,000 Closed
VVP
1434
Venture Visionary Partners
Ohio
-$201K -2,999 Closed
VC
1435
Vestor Capital
Illinois
-$41K -2,754 Closed
LAS
1436
Lloyd Advisory Services
Georgia
-$143K -2,130 Closed
DSC
1437
Daytona Street Capital
Missouri
-$134K -2,000 Closed
EPW
1438
Evergreen Private Wealth
Colorado
-$133K -1,975 Closed
CIA
1439
Cape Investment Advisory
Georgia
-$114K -1,695 Closed
MIM
1440
Meridiem Investment Management
United Kingdom
-$114K -1,695 Closed
CFFP
1441
Center for Financial Planning
Michigan
-$113K -1,681 Closed
BFPW
1442
BOK Financial Private Wealth
Colorado
-$110K -1,638 Closed
CH
1443
Canton Hathaway
Rhode Island
-$105K -1,570 Closed
BAM
1444
Bellevue Asset Management
Washington
-$103K -1,540 Closed
WC
1445
Wexford Capital
Florida
-$97.7K -1,455 Closed
SIM
1446
Sentry Investment Management
Wisconsin
-$91K -1,353 Closed
IIM
1447
Intact Investment Management
Quebec, Canada
-$80.6K -1,200 Closed
AI
1448
Arvest Investments
Arkansas
-$77.6K -1,155 Closed
PMFA
1449
Plante Moran Financial Advisors
Michigan
-$46K -685 Closed
RDFA
1450
Ritter Daniher Financial Advisory
Ohio
-$37.5K -559 Closed