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
PSP
1626
Principal Street Partners
Tennessee
EW
1627
Evoke Wealth
California
CI
1628
Conning Inc
Connecticut
KFP
1629
KMG Fiduciary Partners
Ohio
FCP
1630
Fidelis Capital Partners
Florida
CWM
1631
Calamos Wealth Management
Illinois
MA
1632
MONECO Advisors
Connecticut
TCPW
1633
Twin City Private Wealth
North Carolina
AC
1634
Avestar Capital
New York
PL
1635
Perpetual Ltd
Australia
CCFM
1636
Clear Creek Financial Management
Washington
GCC
1637
Guardian Capital (Canada)
Ontario, Canada
MHC
1638
May Hill Capital
Massachusetts
FFP
1639
FourThought Financial Partners
Florida
T. Rowe Price Investment Management
1640
T. Rowe Price Investment Management
Maryland
CCA
1641
Checchi Capital Advisers
California
IA
1642
Invested Advisors
Pennsylvania
EFS
1643
Essex Financial Services
Connecticut
BWP
1644
BSW Wealth Partners
Colorado
MFG
1645
MidWestOne Financial Group
Iowa
HIC
1646
Holderness Investments Company
North Carolina
TW
1647
TritonPoint Wealth
Maryland
MC
1648
Matisse Capital
Oregon
RMDI
1649
R.M. Davis Inc
Maine
CSA
1650
Cornerstone Select Advisors
Missouri