FISV

Fiserv Inc

1,378 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 208 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 513 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: $61.9B → $32.1B (-$29.8B)

58% less funds holding in top 10

Funds holding in top 10: 3615 (-21)

59% less first-time investments, than exits

New positions opened: 208 | Existing positions closed: 513

Holders
1,378
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
$1.04B
Puts
$725M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1601
Burling Wealth Partners
Illinois
TAFW
1602
Tred Avon Family Wealth
Maryland
IA
1603
IFC Advisors
California
SB
1604
Simmons Bank
Arkansas
NL
1605
NWAM LLC
Washington
ACM
1606
Advisors Capital Management
New Jersey
BFA
1607
Beaumont Financial Advisors
Massachusetts
CIC
1608
Cornercap Investment Counsel
Georgia
PF
1609
Phoenix Financial
Israel
LP
1610
LMR Partners
United Kingdom
PFGIA
1611
Patriot Financial Group Insurance Agency
Massachusetts
CWA
1612
Crux Wealth Advisors
California
VIM
1613
Vista Investment Management
Pennsylvania
IP
1614
Intellectus Partners
California
NWAG
1615
Net Worth Advisory Group
Utah
1CP
1616
17 Capital Partners
Arizona
LIM
1617
Leavell Investment Management
Alabama
TA
1618
TLS Advisors
Florida
KWM
1619
KFG Wealth Management
Indiana
GLA
1620
Great Lakes Advisors
Illinois
EFG
1621
Everhart Financial Group
Ohio
QWM
1622
Quadcap Wealth Management
Texas
HH
1623
Hilltop Holdings
Texas
AFT
1624
Alpha Family Trust
California
OWA
1625
Outlook Wealth Advisors
Texas