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