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
VIM
1601
Vista Investment Management
Pennsylvania
IP
1602
Intellectus Partners
California
NWAG
1603
Net Worth Advisory Group
Utah
1CP
1604
17 Capital Partners
Arizona
LIM
1605
Leavell Investment Management
Alabama
TA
1606
TLS Advisors
Florida
KWM
1607
KFG Wealth Management
Indiana
GLA
1608
Great Lakes Advisors
Illinois
EFG
1609
Everhart Financial Group
Ohio
QWM
1610
Quadcap Wealth Management
Texas
HH
1611
Hilltop Holdings
Texas
AFT
1612
Alpha Family Trust
California
OWA
1613
Outlook Wealth Advisors
Texas
PSP
1614
Principal Street Partners
Tennessee
EW
1615
Evoke Wealth
California
CI
1616
Conning Inc
Connecticut
KFP
1617
KMG Fiduciary Partners
Ohio
FCP
1618
Fidelis Capital Partners
Florida
CWM
1619
Calamos Wealth Management
Illinois
MA
1620
MONECO Advisors
Connecticut
TCPW
1621
Twin City Private Wealth
North Carolina
AC
1622
Avestar Capital
New York
PL
1623
Perpetual Ltd
Australia
CCFM
1624
Clear Creek Financial Management
Washington
GCC
1625
Guardian Capital (Canada)
Ontario, Canada