FISV

Fiserv Inc

1,366 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 411 increasing their positions, 661 reducing their positions, and 511 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 funds holding

Funds holding:

less repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

48% less capital invested

Capital invested by funds: $62B → $32.1B (-$29.9B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

60% less first-time investments, than exits

New positions opened: 202 | Existing positions closed: 511

Holders
1,366
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
15
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$1.03B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
CT
1576
Chicago Trust
Illinois
PA
1577
PFG Advisors
Arizona
VC
1578
Veracity Capital
Georgia
BAMCO Inc
1579
BAMCO Inc
New York
SCM
1580
SCS Capital Management
Massachusetts
NCM
1581
Neumann Capital Management
California
PMG
1582
ProVise Management Group
Florida
LAM
1583
LECAP Asset Management
United Kingdom
VFA
1584
Valeo Financial Advisors
Indiana
SCA
1585
Sandy Cove Advisors
Massachusetts
OWA
1586
One Wealth Advisors
California
TAM
1587
Townsend Asset Management
North Carolina
MFIM
1588
Mesirow Financial Investment Management
Illinois
BWP
1589
Burling Wealth Partners
Illinois
TAFW
1590
Tred Avon Family Wealth
Maryland
IA
1591
IFC Advisors
California
SB
1592
Simmons Bank
Arkansas
NL
1593
NWAM LLC
Washington
ACM
1594
Advisors Capital Management
New Jersey
BFA
1595
Beaumont Financial Advisors
Massachusetts
CIC
1596
Cornercap Investment Counsel
Georgia
PF
1597
Phoenix Financial
Israel
LP
1598
LMR Partners
United Kingdom
PFGIA
1599
Patriot Financial Group Insurance Agency
Massachusetts
CWA
1600
Crux Wealth Advisors
California