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FISV

Fiserv Inc

1,259 hedge funds and large institutions have $25.9B invested in Fiserv Inc in 2026 Q1 according to their latest regulatory filings, with 131 funds opening new positions, 480 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

0.88% less ownership

Funds ownership: 87.87%86.98% (-0.88%)

3% less repeat investments, than reductions

Existing positions increased: 480 | Existing positions reduced: 496

10% less funds holding

Funds holding: 1,3951,259 (-136)

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: 131 | Existing positions closed: 241

Holders
1,259
Holders Change
-136
Holders Change %
-9.75%
% of All Funds
15.44%
Holding in Top 10
13
Holding in Top 10 Change
-3
Holding in Top 10 Change %
-18.75%
% of All Funds
0.16%
New
131
Increased
480
Reduced
496
Closed
241
Calls
$617M
Puts
$501M
Net Calls
+$116M
Net Calls Change
-$200M
Name Holding Trade Value Shares
Change
Change in
Stake
SIM
1451
Sentry Investment Management
Wisconsin
-$91K -1,353 Closed
IIM
1452
Intact Investment Management
Quebec, Canada
-$80.6K -1,200 Closed
AI
1453
Arvest Investments
Arkansas
-$77.6K -1,155 Closed
PMFA
1454
Plante Moran Financial Advisors
Michigan
-$46K -685 Closed
SAG
1455
SageView Advisory Group
California
-$43.5K -647 Closed
RDFA
1456
Ritter Daniher Financial Advisory
Ohio
-$37.5K -559 Closed
EBA
1457
Eagle Bay Advisors
New York
-$30.2K -450 Closed
MFG
1458
Mendota Financial Group
Wisconsin
-$28.1K -419 Closed
ANBT
1459
American National Bank & Trust
Texas
-$27K -402 Closed
KB
1460
Kimelman & Baird
New York
-$26.9K -400 Closed
GTAM
1461
Global Trust Asset Management
Florida
-$22K -327 Closed
EW
1462
Elyxium Wealth
California
-$15.4K -229 Closed
CRI
1463
Commonwealth Retirement Investments
Virginia
-$13.4K -200 Closed
TM
1464
Torren Management
California
-$12.8K -190 Closed
WWM
1465
Wolff Wiese Magana
California
-$12.8K -190 Closed
CFS
1466
Compass Financial Services
Iowa
-$10.1K -150 Closed
UBP
1467
Union Bancaire Privee
Switzerland
-$9.52K -141 Closed
HHMI
1468
Howard Hughes Medical Institute
Maryland
-$7.79K -116 Closed
1NWS
1469
1 North Wealth Services
Maryland
-$6.72K -100 Closed
MSWM
1470
Mowery & Schoenfeld Wealth Management
Illinois
-$6.72K -100 Closed
VHMC
1471
Value Holdings Management Company
New York
-$7K -100 Closed
JSAM
1472
J. Safra Asset Management
New York
-$6.65K -99 Closed
GAMC
1473
Garner Asset Management Corp
Texas
-$5.51K -82 Closed
WWA
1474
Wealth Watch Advisors
Colorado
-$5.17K -77 Closed
PSFG
1475
Park Square Financial Group
Georgia
-$14.2K -69 Closed

FISV Hedge Fund Activity: Q1 2026 in Review

1,259 of the 8,155 institutional investors tracked by Wall St. Rank reported a position in Fiserv Inc (FISV) for Q1 2026, worth a combined $25.9B — down 19% from $32.1B a quarter earlier.

Sellers outnumbered buyers: 241 funds closed out of FISV and 131 opened new positions — a net loss of 110 holders — while 496 trimmed existing stakes and 480 added.

The largest buyer was Capital World Investors, adding an estimated $560M. The largest seller was Bank of America, cutting an estimated $694M.

  • 1,259 institutional investors held Fiserv Inc (FISV) as of Q1 2026, down from 1,395 in Q4 2025.
  • Funds reported $25.9B of Fiserv Inc stock for Q1 2026, down 19% quarter-over-quarter.
  • 131 funds opened new Fiserv Inc positions in Q1 2026 and 241 closed out, a net change of -110 holders.
  • The largest Fiserv Inc buyer in Q1 2026 was Capital World Investors, an estimated $560M added.
  • The largest Fiserv Inc seller in Q1 2026 was Bank of America, an estimated $694M sold.

Based on aggregated 13F filings for Q1 2026.