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
MG
1826
Mather Group
Illinois
CCA
1827
Catalyst Capital Advisors
New York
MR
1828
Munich Reinsurance
HWA
1829
Heartwood Wealth Advisors
Virginia
WPWM
1830
Western Pacific Wealth Management
Illinois
IWA
1831
Icon Wealth Advisors
Texas
CWM
1832
Crowley Wealth Management
Delaware
HFS
1833
Hopwood Financial Services
Virginia
RBC
1834
Roble Belko & Company
Pennsylvania
RCM
1835
Richardson Capital Management
Wisconsin
CWIG
1836
Chung Wu Investment Group
Texas
WSC
1837
Wellington Shields & Co
New York
NC
1838
North Capital
Utah
WTA
1839
Washington Trust Advisors
Massachusetts
AT
1840
Avalon Trust
New Mexico
CW
1841
Curio Wealth
Maryland
MG
1842
MilWealth Group
Wisconsin
RA
1843
Rise Advisors
New York
VT
1844
Volterra Technologies
New York
JWM
1845
JPL Wealth Management
Colorado
CWP
1846
Concord Wealth Partners
Virginia
MAS
1847
MPWM Advisory Solutions
Georgia
1M
1848
1248 Management
Missouri
MMG
1849
Monetary Management Group
Missouri
CGA
1850
Compound Global Advisors
Washington