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FISV

Fiserv Inc

1,394 hedge funds and large institutions have $32.1B invested in Fiserv Inc in 2025 Q4 according to their latest regulatory filings, with 217 funds opening new positions, 415 increasing their positions, 668 reducing their positions, and 515 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: $62.1B → $32.1B (-$29.9B)

56% less funds holding in top 10

Funds holding in top 10: 3616 (-20)

58% less first-time investments, than exits

New positions opened: 217 | Existing positions closed: 515

Holders
1,394
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
16
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
PPA
1876
Painted Porch Advisors
California
LAM
1877
Lummis Asset Management
Texas
HHGA
1878
Halbert Hargrove Global Advisors
California
MFT
1879
Moisand Fitzgerald Tamayo
Florida
RWM
1880
Rialto Wealth Management
New York
HC
1881
Hurley Capital
New York
KFA
1882
Kelleher Financial Advisors
New York
PG
1883
Proffitt & Goodson
Tennessee
CM
1884
Capula Management
Cayman Islands
HDIM
1885
Hanson & Doremus Investment Management
Vermont
AT
1886
Arlington Trust
Alabama
TIM
1887
Tortoise Investment Management
New York
MAM
1888
Marquette Asset Management
Minnesota
PFA
1889
Pathway Financial Advisers
Indiana
BC
1890
Bayforest Capital
United Kingdom
PW
1891
Pandora Wealth
Illinois
CCM
1892
Cloud Capital Management
Washington
VWA
1893
Valued Wealth Advisors
Utah
BL
1894
BFSG LLC
California
FW
1895
Fairway Wealth
Ohio
FUBT
1896
First United Bank & Trust
Maryland
TCA
1897
Trifecta Capital Advisors
Illinois
MHR
1898
Matthew Hamilton Rosenberg
GFWA
1899
Grey Fox Wealth Advisors
Delaware
JFG
1900
JDM Financial Group
Texas