Fiserv Inc (FISV) Hedge Fund Ownership (Q2 2026)

Fiserv Inc (FISV)

1K + Investors. Track Smart Money conviction in FISV. See who's accumulating, reducing, or initiating positions.

Smart Money Signals — FISV

Based on 1162 hedge funds · latest filing: 2026 Q2 · updated quarterly

📉

Selling streak — 5 quarters in a row

last 6Q

For 5 consecutive quarters, more hedge funds reduced or closed their FISV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

🔻

Below peak — only 61% of 3.0Y high

61% of all-time peak

Only 1,162 funds hold FISV today versus a peak of 1,893 funds at 2025 Q1 — just 61% of the maximum. Low institutional ownership can mean the stock is out of favor, but it also means there's a large pool of potential buyers if sentiment turns.

📉

Outflows — 36% fewer funds vs a year ago

fund count last 6Q

664 fewer hedge funds hold FISV compared to a year ago (-36% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.

🟠

More sellers than buyers — 42% buying

539 buying741 selling

Last quarter: 741 funds reduced or exited vs 539 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

⚠️

Fewer new buyers each quarter (-13 vs last Q)

new funds entering per quarter

Funds opening this position for the first time: 177 → 223 → 141 → 128. Each quarter fewer new institutions are entering. This usually means most funds that wanted in are already in — the stock is well-known but the pool of potential new buyers is shrinking.

🔒

72% of holders stayed for 2+ years

■ 72% conviction (2yr+) ■ 12% medium ■ 16% new

832 out of 1,162 hedge funds have held FISV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

💎

Buying through price weakness — shares +10%, value -12%

Value

-11%

+9%

Last quarter: funds added +10% more shares while total portfolio value only changed -12%. Institutions were buying while the price was falling — a high-conviction accumulation signal. They're deliberately loading up on the dip.

📊

Peak discovery — momentum slowing

196 → 177 → 223 → 141 → 128 new funds/Q

New funds entering each quarter: 177 → 223 → 141 → 128. FISV is well-known in the hedge fund world, but fresh entries are gradually declining. The explosive phase of institutional discovery is likely behind us.

🏛️

Veteran-anchored — 74% veterans vs 18% newcomers

■ 74% veterans ■ 8% 1-2yr ■ 18% new

Entry-cohort mix of 1,209 holders: 898 (74%) are 2+ year veterans, 94 entered 1–2 years ago, and 217 (18%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.

🏆

Elite ownership — 54% AUM from top-100 funds

54% from top-100 AUM funds

70 of 1153 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FISV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

1.9

out of 10

Low Exit Risk

Exit risk score 1.9/10 — low institutional crowding. Ownership is below peak levels, holder base is relatively sticky, and buying momentum is positive.

Methodology note: these Smart Money cards use consecutive 13F disclosure snapshots, not trade-by-trade execution data. "Buying", "selling", "new holders", and "trimmed" refer to quarter-over-quarter changes in reported holders, aggregate shares, or disclosed position values between filings. They are useful for ownership regime analysis and crowding, but they do not imply exact trade timing on the filing date.

Metric	All 13F Filers (2026 Q2)	Prior (2026 Q1)	Change
Funds Holding	1135	1260	-9.92%
13F Shares	491M	485M	1.33%
Total Value	$23.41B	$27.51B	-14.93%
New Positions	121	141	-20
Increased Positions	385	473	-88
Closed Positions	237	271	-34
Reduced Positions	493	494	-1
Total Calls	33	31	6.45%
Total Puts	23	22	4.55%
PUT/CALL Ratio	0.7	0.71	Bullish

Metric

All 13F Filers (2026 Q2)

Prior (2026 Q1)

Change

Funds Holding

1135

1260

-9.92%

13F Shares

491M

485M

1.33%

Total Value

$23.41B

$27.51B

-14.93%

New Positions

121

141

-20

Increased Positions

385

473

-88

Closed Positions

237

271

-34

Reduced Positions

493

494

-1

Total Calls

6.45%

Total Puts

4.55%

PUT/CALL Ratio

0.7

0.71

Bullish

Institutional Holders (2026 Q2)

1K + investors

Explore institutional interest and hedge fund ownership dynamics. Analyze portfolio weights, new positions, and conviction trends in FISV. Verified SEC 13F-HR filings.

QUARTER:

FILTER:All New Added To Reduced No Change | Overweight >5%

Top 25 FISV holders by conviction (% of portfolio weight) — 2026 Q2 · Source: SEC Form 13F
#	Investor	% of Portfolio	Shares	Mkt Value
1	JANA Partners Management, LP	9.44%	3,662,080	$179.6M
2	Corus Family Wealth Advisors	9.34%	276,675	$13.6M
3	Courant Investment Management LLC	9.04%	190,000	$9.3M
4	Quaker Capital Investments, LLC	7.24%	540,104	$26.5M
5	TLS Advisors LLC	7.21%	50,000	$2.5M
6	Turtle Creek Asset Management Inc.	6.90%	3,601,046	$176.6M
7	Colrain Capital LLC	5.05%	304,259	$14.9M
8	Pittenger & Anderson Inc	4.99%	2,843,099	$139.5M
9	Two Point Capital Management, Inc.	4.60%	232,954	$11.4M
10	West Tower Group, LLC	4.03%	29,301	$1.4M
11	Triad Investment Management	3.88%	71,706	$3.5M
12	America First Investment Advisors, LLC	3.73%	409,492	$20.1M
13	Warther Private Wealth, LLC	3.70%	343,885	$16.9M
14	Sovereign's Capital Management, LLC	3.37%	102,982	$5.1M
15	Redwood Grove Capital, LLC	3.20%	257,632	$12.6M
16	Robertson Opportunity Capital, LLC	2.96%	155,711	$7.6M
17	Continental Advisors LLC	2.89%	139,800	$6.9M
18	Hillman Capital Management, Inc.	2.79%	78,456	$3.8M
19	Gator Capital Management, LLC	2.58%	250,235	$12.3M
20	Poehling Capital Management, INC.	2.57%	244,684	$12.0M
21	Banyan Capital Management, INC.	2.37%	111,244	$5.5M
22	Brooktree Capital Management	2.14%	66,942	$3.3M
23	New South Capital Management Inc	2.10%	976,031	$47.9M
24	Harber Asset Management LLC	2.08%	70,454	$3.5M
25	FORA Capital, LLC	1.93%	573,594	$28.1M

Investor	Ownership History	% of Portfolio	Prev %	Rank	Conviction	Avg Buy Price	13F Score™ 3Y / 7Y	Sell Timing	Shares	Mkt Value	Change	Change %	Source	Quarter	Filed

Frequently Asked Questions — Fiserv Inc (FISV)

What does the Smart Money Trend signal show for FISV?

Selling streak — 5 quarters in a row: For 5 consecutive quarters, more hedge funds reduced or closed their FISV positions than added to them. Sustained institutional selling is a meaningful warning sign — these are professionals with deep research teams collectively deciding to exit.

What is the institutional breadth score for FISV?

More sellers than buyers — 42% buying: Last quarter: 741 funds reduced or exited vs 539 that bought or added. When more than half of active funds are selling, it's a caution flag — especially if the stock price hasn't moved down yet.

What is the fund quality score for FISV holders?

Elite ownership — 54% AUM from top-100 funds: 70 of 1153 holders are among the 100 largest funds by AUM, controlling 54% of total institutional value in FISV. When the biggest players dominate the cap table, it signifies deep institutional support — since mega-funds deploy the most rigorous due diligence and capital.

How long have hedge funds held FISV?

72% of holders stayed for 2+ years: 832 out of 1,162 hedge funds have held FISV for over 2 years without selling. Long-term investors are generally harder to shake out during market stress, creating a stable ownership base that limits the risk of sudden capitulation.

Where does this institutional ownership data come from?

All holdings data is sourced from SEC Form 13F filings, which institutional investment managers with over $100 million in assets are required to submit quarterly. Data is parsed directly from SEC EDGAR.

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Fiserv Inc (FISV)

Smart Money Signals — FISV

Selling streak — 5 quarters in a row

Below peak — only 61% of 3.0Y high

Outflows — 36% fewer funds vs a year ago

More sellers than buyers — 42% buying

Fewer new buyers each quarter (-13 vs last Q)

72% of holders stayed for 2+ years

Buying through price weakness — shares +10%, value -12%

Peak discovery — momentum slowing

Veteran-anchored — 74% veterans vs 18% newcomers

Elite ownership — 54% AUM from top-100 funds

Institutional Sentiment Summary — FISV

Hedge Fund Ownership: FISV

Market Analysis: FISV

Analyst Price Targets

Analyst Recommendations

Stock Performance

Company Profile: FISV

Hedge Fund Positioning: FISV

Statistics: FISV

Valuation Measures Data as of: --

Financial Highlights

Institutional Holders (2026 Q2)

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Frequently Asked Questions — Fiserv Inc (FISV)

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