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
CCA
1701
Childress Capital Advisors
Texas
SPI
1702
Santori & Peters Inc
Pennsylvania
SG
1703
Somerset Group
Minnesota
EWS
1704
Evergreen Wealth Solutions
Pennsylvania
FBT
1705
First Bank & Trust
South Dakota
PCA
1706
Pallas Capital Advisors
Massachusetts
JCM
1707
Janney Capital Management
Pennsylvania
SCP
1708
Sivia Capital Partners
California
CC
1709
Cadinha & Co
Hawaii
CWA
1710
CM Wealth Advisors
Ohio
CG
1711
Corundum Group
Colorado
MHC
1712
Meyer Handelman Company
New York
MWM
1713
Meadowbrook Wealth Management
New York
OCBCO
1714
Oversea-Chinese Banking Corp (OCBC)
Singapore
VIP
1715
Vista Investment Partners
Oklahoma
CPA
1716
Capital Performance Advisors
California
JTWM
1717
Jackson Thornton Wealth Management
Alabama
WF
1718
WoodTrust Financial
Wisconsin
MSS
1719
Mitchell Sinkler & Starr
Pennsylvania
G
1720
GenTrust
Florida
DWP
1721
Daymark Wealth Partners
Ohio
RPWA
1722
Regent Peak Wealth Advisors
Georgia
PFA
1723
Pure Financial Advisors
California
TNB
1724
Thomasville National Bank
Georgia
PBO
1725
Peoples Bank (Ohio)
Ohio