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
TPWA
1776
TRUE Private Wealth Advisors
Oregon
PWG
1777
Portside Wealth Group
Utah
HTIM
1778
Harbour Trust & Investment Management
Indiana
CCWM
1779
Cassaday & Co Wealth Management
Virginia
IWM
1780
Iams Wealth Management
Nebraska
EM
1781
Excalibur Management
Massachusetts
GFG
1782
Goldstone Financial Group
Illinois
NG
1783
Norden Group
Utah
2L
1784
25 LLC
Missouri
CA
1785
Claro Advisors
Massachusetts
TSS
1786
Two Sigma Securities
New York
PRP
1787
Peak Retirement Planning
Ohio
BONST
1788
Bank of Nova Scotia Trust
Ontario, Canada
VCM
1789
Vision Capital Management
Oregon
QFPS
1790
Quantum Financial Planning Services
Washington
LRIC
1791
Long Road Investment Counsel
Michigan
ATFA
1792
All Terrain Financial Advisors
Minnesota
MAM
1793
Marotta Asset Management
Virginia
NPT
1794
Nixon Peabody Trust
Massachusetts
LA
1795
Latitude Advisors
Florida
LC
1796
LCNB Corp
Ohio
XC
1797
XY Capital
Hong Kong
QL
1798
Quarry LP
New York
SW
1799
SVB Wealth
Massachusetts
GIP
1800
Greatmark Investment Partners
Georgia