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
YLHM
1651
Yelin Lapidot Holdings Management
Israel
GD
1652
Grandfield & Dodd
New York
PCM
1653
Pointe Capital Management
Michigan
APWM
1654
Argonautica Private Wealth Management
Massachusetts
BCM
1655
BTC Capital Management
Iowa
CFP
1656
Catalyst Financial Partners
Massachusetts
S
1657
Sunpointe
Missouri
ILI
1658
Invesco LLC (Illinois)
Illinois
CCM
1659
Chickasaw Capital Management
Tennessee
CWS
1660
Confluence Wealth Services
Pennsylvania
CIG
1661
Cascade Investment Group
Colorado
SW
1662
SkyOak Wealth
Michigan
WAG
1663
Wallace Advisory Group
California
SFS
1664
Sowell Financial Services
Arkansas
LWMM
1665
Legacy Wealth Management (Mississippi)
Mississippi
PP
1666
PDS Planning
Ohio
LRWA
1667
Long Run Wealth Advisors
New York
AA
1668
Alta Advisers
United Kingdom
MLL
1669
Moody Lynn & Lieberson
Massachusetts
TWM
1670
Trueblood Wealth Management
Ohio
NGA
1671
Naples Global Advisors
Florida
FNFDCM
1672
Folger Nolan Fleming Douglas Capital Management
District of Columbia
BOS
1673
Bank of Stockton
California
CFS
1674
CRA Financial Services
New Jersey
FIA
1675
Foundations Investment Advisors
Arizona