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
JCM
1776
Jacobsen Capital Management
Utah
OPA
1777
Old Port Advisors
Maine
PIWA
1778
Prevail Innovative Wealth Advisors
Kansas
IWA
1779
IVC Wealth Advisors
Pennsylvania
NHC
1780
Nicholas Hoffman & Company
Georgia
FPWM
1781
FSB Premier Wealth Management
Iowa
NPF
1782
Norris Perne & French
Michigan
FHC
1783
First Heartland Consultants
Missouri
CNBT
1784
Canandaigua National Bank & Trust
New York
SNBOSCI
1785
Security National Bank of Sioux City Iowa
Iowa
CAM
1786
Cidel Asset Management
Ontario, Canada
MAWA
1787
Moss Adams Wealth Advisors
Washington
TPWA
1788
TRUE Private Wealth Advisors
Oregon
PWG
1789
Portside Wealth Group
Utah
HTIM
1790
Harbour Trust & Investment Management
Indiana
CCWM
1791
Cassaday & Co Wealth Management
Virginia
ALC
1792
Alexander Labrunerie & Co
Missouri
IWM
1793
Iams Wealth Management
Nebraska
EM
1794
Excalibur Management
Massachusetts
GFG
1795
Goldstone Financial Group
Illinois
NG
1796
Norden Group
Utah
2L
1797
25 LLC
Missouri
CA
1798
Claro Advisors
Massachusetts
TSS
1799
Two Sigma Securities
New York
PRP
1800
Peak Retirement Planning
Ohio