FISV

Fiserv Inc

1,363 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, 659 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
1,363
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
LI
1801
Lafayette Investments
Maryland
DBG
1802
De Burlo Group
Massachusetts
Legacy Financial Group (Iowa)
1803
Legacy Financial Group (Iowa)
Iowa
SEIA
1804
Signature Estate & Investment Advisors
California
MAG
1805
M3 Advisory Group
Massachusetts
FFG
1806
Fortem Financial Group
California
FPF
1807
First Pacific Financial
Washington
CCAM
1808
Cascades Capital Asset Management
North Carolina
WSCM
1809
Wellington Shields Capital Management
New York
MG
1810
Mather Group
Illinois
CCA
1811
Catalyst Capital Advisors
New York
MR
1812
Munich Reinsurance
HWA
1813
Heartwood Wealth Advisors
Virginia
WPWM
1814
Western Pacific Wealth Management
Illinois
IWA
1815
Icon Wealth Advisors
Texas
CWM
1816
Crowley Wealth Management
Delaware
RBC
1817
Roble Belko & Company
Pennsylvania
HFS
1818
Hopwood Financial Services
Virginia
RCM
1819
Richardson Capital Management
Wisconsin
CWIG
1820
Chung Wu Investment Group
Texas
WSC
1821
Wellington Shields & Co
New York
NC
1822
North Capital
Utah
WTA
1823
Washington Trust Advisors
Massachusetts
AT
1824
Avalon Trust
New Mexico
CW
1825
Curio Wealth
Maryland