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