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
LAM
1701
L2 Asset Management
Massachusetts
CIA
1702
Caerus Investment Advisors
Texas
CCA
1703
Childress Capital Advisors
Texas
SPI
1704
Santori & Peters Inc
Pennsylvania
SG
1705
Somerset Group
Minnesota
EWS
1706
Evergreen Wealth Solutions
Pennsylvania
FBT
1707
First Bank & Trust
South Dakota
PCA
1708
Pallas Capital Advisors
Massachusetts
JCM
1709
Janney Capital Management
Pennsylvania
SCP
1710
Sivia Capital Partners
California
CC
1711
Cadinha & Co
Hawaii
CWA
1712
CM Wealth Advisors
Ohio
CG
1713
Corundum Group
Colorado
MHC
1714
Meyer Handelman Company
New York
MWM
1715
Meadowbrook Wealth Management
New York
OCBCO
1716
Oversea-Chinese Banking Corp (OCBC)
Singapore
VIP
1717
Vista Investment Partners
Oklahoma
CPA
1718
Capital Performance Advisors
California
JTWM
1719
Jackson Thornton Wealth Management
Alabama
WF
1720
WoodTrust Financial
Wisconsin
MSS
1721
Mitchell Sinkler & Starr
Pennsylvania
G
1722
GenTrust
Florida
DWP
1723
Daymark Wealth Partners
Ohio
RPWA
1724
Regent Peak Wealth Advisors
Georgia
PFA
1725
Pure Financial Advisors
California