FISV

Fiserv Inc

1,379 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 209 funds opening new positions, 414 increasing their positions, 662 reducing their positions, and 514 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)

59% less first-time investments, than exits

New positions opened: 209 | Existing positions closed: 514

Holders
1,379
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
AFT
1626
Alpha Family Trust
California
OWA
1627
Outlook Wealth Advisors
Texas
PSP
1628
Principal Street Partners
Tennessee
EW
1629
Evoke Wealth
California
CI
1630
Conning Inc
Connecticut
KFP
1631
KMG Fiduciary Partners
Ohio
FCP
1632
Fidelis Capital Partners
Florida
CWM
1633
Calamos Wealth Management
Illinois
MA
1634
MONECO Advisors
Connecticut
TCPW
1635
Twin City Private Wealth
North Carolina
AC
1636
Avestar Capital
New York
PL
1637
Perpetual Ltd
Australia
CCFM
1638
Clear Creek Financial Management
Washington
GCC
1639
Guardian Capital (Canada)
Ontario, Canada
MHC
1640
May Hill Capital
Massachusetts
FFP
1641
FourThought Financial Partners
Florida
T. Rowe Price Investment Management
1642
T. Rowe Price Investment Management
Maryland
CCA
1643
Checchi Capital Advisers
California
IA
1644
Invested Advisors
Pennsylvania
EFS
1645
Essex Financial Services
Connecticut
BWP
1646
BSW Wealth Partners
Colorado
MFG
1647
MidWestOne Financial Group
Iowa
HIC
1648
Holderness Investments Company
North Carolina
TW
1649
TritonPoint Wealth
Maryland
MC
1650
Matisse Capital
Oregon