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
MG
1826
MilWealth Group
Wisconsin
RA
1827
Rise Advisors
New York
VT
1828
Volterra Technologies
New York
JWM
1829
JPL Wealth Management
Colorado
CWP
1830
Concord Wealth Partners
Virginia
MAS
1831
MPWM Advisory Solutions
Georgia
1M
1832
1248 Management
Missouri
MMG
1833
Monetary Management Group
Missouri
CGA
1834
Compound Global Advisors
Washington
MSWA
1835
Marshall & Sterling Wealth Advisors
New York
RF
1836
Roxbury Financial
New Jersey
CYG
1837
Clean Yield Group
Vermont
AIM
1838
Arcadia Investment Management
Michigan
GWS
1839
Greykasell Wealth Strategies
California
SC
1840
Solstein Capital
California
MSG
1841
Main Street Group
Virginia
LAM
1842
Lummis Asset Management
Texas
HHGA
1843
Halbert Hargrove Global Advisors
California
MFT
1844
Moisand Fitzgerald Tamayo
Florida
RWM
1845
Rialto Wealth Management
New York
HC
1846
Hurley Capital
New York
KFA
1847
Kelleher Financial Advisors
New York
PG
1848
Proffitt & Goodson
Tennessee
CM
1849
Capula Management
Cayman Islands
HDIM
1850
Hanson & Doremus Investment Management
Vermont