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
WA
1751
Wealth Alliance
New York
RFA
1752
ROI Financial Advisors
Oregon
HBT
1753
Heartland Bank & Trust
Illinois
MAM
1754
Mainsail Asset Management
Alabama
OWA
1755
Opal Wealth Advisors
New York
CCG
1756
Cypress Capital Group
Florida
OFG
1757
Oxford Financial Group
Indiana
DW30
1758
Drucker Wealth 3.0
New Jersey
TPI
1759
Trust Point Inc
Wisconsin
GA
1760
Greenspring Advisors
Maryland
CFP
1761
Cascade Financial Partners
California
CAM
1762
Concorde Asset Management
Michigan
FG
1763
Fiduciary Group
Georgia
JCM
1764
Jacobsen Capital Management
Utah
OPA
1765
Old Port Advisors
Maine
PIWA
1766
Prevail Innovative Wealth Advisors
Kansas
IWA
1767
IVC Wealth Advisors
Pennsylvania
NHC
1768
Nicholas Hoffman & Company
Georgia
FPWM
1769
FSB Premier Wealth Management
Iowa
NPF
1770
Norris Perne & French
Michigan
FHC
1771
First Heartland Consultants
Missouri
CNBT
1772
Canandaigua National Bank & Trust
New York
SNBOSCI
1773
Security National Bank of Sioux City Iowa
Iowa
CAM
1774
Cidel Asset Management
Ontario, Canada
MAWA
1775
Moss Adams Wealth Advisors
Washington