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
MWM
1701
Meadowbrook Wealth Management
New York
OCBCO
1702
Oversea-Chinese Banking Corp (OCBC)
Singapore
VIP
1703
Vista Investment Partners
Oklahoma
CPA
1704
Capital Performance Advisors
California
JTWM
1705
Jackson Thornton Wealth Management
Alabama
WF
1706
WoodTrust Financial
Wisconsin
MSS
1707
Mitchell Sinkler & Starr
Pennsylvania
G
1708
GenTrust
Florida
DWP
1709
Daymark Wealth Partners
Ohio
RPWA
1710
Regent Peak Wealth Advisors
Georgia
PFA
1711
Pure Financial Advisors
California
TNB
1712
Thomasville National Bank
Georgia
PBO
1713
Peoples Bank (Ohio)
Ohio
FBC
1714
Fairfield, Bush & Co
Connecticut
GWANC
1715
Guardian Wealth Advisors (North Carolina)
North Carolina
WCM
1716
WealthBridge Capital Management
Ohio
CAS
1717
CTC Alternative Strategies
Illinois
CI Investments Inc
1718
CI Investments Inc
Ontario, Canada
AF
1719
Arrow Financial
New York
BCG
1720
Breakwater Capital Group
New Jersey
CBB
1721
Citizens Business Bank
California
SIC
1722
Salem Investment Counselors
North Carolina
TFA
1723
Tranquilli Financial Advisor
New Jersey
RFW
1724
Rainier Family Wealth
Washington
FCG
1725
Fielder Capital Group
Tennessee