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
MSWA
1851
Marshall & Sterling Wealth Advisors
New York
RF
1852
Roxbury Financial
New Jersey
CYG
1853
Clean Yield Group
Vermont
AIM
1854
Arcadia Investment Management
Michigan
GWS
1855
Greykasell Wealth Strategies
California
SC
1856
Solstein Capital
California
MSG
1857
Main Street Group
Virginia
PPA
1858
Painted Porch Advisors
California
LAM
1859
Lummis Asset Management
Texas
HHGA
1860
Halbert Hargrove Global Advisors
California
MFT
1861
Moisand Fitzgerald Tamayo
Florida
RWM
1862
Rialto Wealth Management
New York
HC
1863
Hurley Capital
New York
KFA
1864
Kelleher Financial Advisors
New York
PG
1865
Proffitt & Goodson
Tennessee
CM
1866
Capula Management
Cayman Islands
HDIM
1867
Hanson & Doremus Investment Management
Vermont
AT
1868
Arlington Trust
Alabama
TIM
1869
Tortoise Investment Management
New York
MAM
1870
Marquette Asset Management
Minnesota
PFA
1871
Pathway Financial Advisers
Indiana
BC
1872
Bayforest Capital
United Kingdom
PW
1873
Pandora Wealth
Illinois
CCM
1874
Cloud Capital Management
Washington
VWA
1875
Valued Wealth Advisors
Utah