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
HPBT
1751
Hickory Point Bank & Trust
Illinois
PWP
1752
Phillips Wealth Planners
Mississippi
VFPW
1753
Vantage Financial Partners (Wisconsin)
Wisconsin
KFSC
1754
Keystone Financial Services (Colorado)
Colorado
MT
1755
Midwest Trust
Kansas
SAM
1756
Seelaus Asset Management
New Jersey
CGL
1757
Clarius Group LLC
Washington
ISL
1758
Ingalls & Snyder LLC
New York
WMA
1759
Wealth Management Associates
New Jersey
3IP
1760
3Chopt Investment Partners
Virginia
GFP
1761
Gryphon Financial Partners
Ohio
NAM
1762
NTV Asset Management
West Virginia
SA
1763
Sonoma Allocations
California
HP
1764
Highlander Partners
Texas
WA
1765
Wealth Alliance
New York
RFA
1766
ROI Financial Advisors
Oregon
HBT
1767
Heartland Bank & Trust
Illinois
MAM
1768
Mainsail Asset Management
Alabama
OWA
1769
Opal Wealth Advisors
New York
CCG
1770
Cypress Capital Group
Florida
OFG
1771
Oxford Financial Group
Indiana
DW30
1772
Drucker Wealth 3.0
New Jersey
TPI
1773
Trust Point Inc
Wisconsin
GA
1774
Greenspring Advisors
Maryland
CFP
1775
Cascade Financial Partners
California