Stock Analysis
Data Source: SEC EDGAR 13F
Updated Hourly

Fiserv Inc (FISV)

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

Current Price
-- USD
Analyst Target
-- (0 analysts)
Upside
0.00%
Net Flow Q/Q
↓ -131
Streak
4Q ▼
Buyers last Q
44%

Smart Money Signals — FISV

Based on 1259 hedge funds · latest filing: 2026 Q1 · updated quarterly

📉

Selling streak — 4 quarters in a row

last 6Q
For 4 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 67% of 3.0Y high

67% of all-time peak
Only 1,259 funds hold FISV today versus a peak of 1,893 funds at 2025 Q1 — just 67% 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 — 33% fewer funds vs a year ago

fund count last 6Q
634 fewer hedge funds hold FISV compared to a year ago (-33% decline). When institutions consistently reduce their exposure, it's worth exploring the underlying fundamental reasons driving them away.
🟠

More sellers than buyers — 44% buying

631 buying789 selling
Last quarter: 789 funds reduced or exited vs 631 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 (-81 vs last Q)

new funds entering per quarter
Funds opening this position for the first time: 196 → 177 → 222 → 141. 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.
🔒

71% of holders stayed for 2+ years

■ 71% conviction (2yr+) ■ 13% medium ■ 16% new
890 out of 1,259 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.
➡️

Steady discovery — ~141 new funds/quarter

183 → 196 → 177 → 222 → 141 new funds/Q
New funds entering each quarter: 196 → 177 → 222 → 141. Consistent flow of new institutional buyers without clear acceleration or slowdown.
🏛️

Veteran-anchored — 73% veterans vs 19% newcomers

■ 73% veterans ■ 8% 1-2yr ■ 19% new
Entry-cohort mix of 1,321 holders: 970 (73%) are 2+ year veterans, 105 entered 1–2 years ago, and 246 (19%) joined within the past year. A veteran-weighted cap table skews toward institutional memory over fresh momentum.
🏆

Elite ownership — 58% AUM from top-100 funds

58% from top-100 AUM funds
69 of 1254 holders are among the 100 largest funds by AUM, controlling 58% 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.
2.1
out of 10
Low Exit Risk
Exit risk score 2.1/10 — 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.

Institutional Sentiment Summary — FISV

In 2026 Q1, 631 hedge funds were net buyers of FISV (141 opened a new position, 490 added to an existing one), while 789 reduced or exited (517 trimmed, 272 sold completely) — a 44% buyer ratio, indicating roughly balanced activity. This extends a 4-quarter selling streak, suggesting sustained institutional caution. 58% of total institutional value in FISV is held by top-100 AUM funds, reflecting elite-tier ownership quality. Net fund flow last quarter: -131 funds (more exits than new entries). Total institutional holders: 1259.

Hedge Fund Ownership: FISV

How many hedge funds hold FISV — quarterly history vs. share price
Quarterly hedge fund ownership of FISV vs. share price

Market Analysis: FISV

Analyst Price Targets

Avg. Price Target
--

Analyst Recommendations

Stock Performance

Real-time

Company Profile: FISV

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Institutional ownership data sourced from SEC EDGAR Form 13F-HR filings.

Loading signal freshness…
Smart Money Signal ?
Broad Consensus, Selective Conviction

Many quality funds hold this stock, but top-tier positions remain relatively small.

74 top-rated funds 9 high-conviction
Consensus
8.1
/ 10
breadth
×
Elite
5.3
/ 10
conviction
Hedge Fund Positioning: FISV
2026 Q2 Stats Unlock in 5 days 1K + Investors

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

Metric All 13F Filers (2026 Q1) Prior (2025 Q4) Change
Funds Holding 1240 1388 -10.66%
13F Shares 478M 504M -5.11%
Total Value $26.11B $33.79B -22.73%
New Positions 130 222 -92
Increased Positions 469 411 +58
Closed Positions 278 539 -261
Reduced Positions 491 656 -165
Total Calls 31 32 -3.12%
Total Puts 22 26 -15.38%
PUT/CALL Ratio 0.71 0.81 Neutral

Statistics: FISV

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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:
2026 Q2 filings are still coming in. Only funds that have filed so far are shown — top holders may not have reported yet. Full 13F data typically settles by ~50 days after quarter-end.
Top 25 FISV holders by conviction (% of portfolio weight) — 2026 Q1 · Source: SEC Form 13F
# Investor % of Portfolio Shares Mkt Value
1 Corus Family Wealth Advisors 9.34% 276,675 $13.6M
2 Courant Investment Management LLC 9.04% 190,000 $9.3M
3 Colrain Capital LLC 5.05% 304,259 $14.9M
4 Pittenger & Anderson Inc 4.99% 2,843,099 $139.5M
5 Two Point Capital Management, Inc. 4.60% 232,954 $11.4M
6 West Tower Group, LLC 4.03% 29,301 $1.4M
7 Triad Investment Management 3.88% 71,706 $3.5M
8 America First Investment Advisors, LLC 3.73% 409,492 $20.1M
9 Robertson Opportunity Capital, LLC 2.96% 155,711 $7.6M
10 Continental Advisors LLC 2.89% 139,800 $6.9M
11 Gator Capital Management, LLC 2.58% 250,235 $12.3M
12 Poehling Capital Management, INC. 2.57% 244,684 $12.0M
13 Banyan Capital Management, INC. 2.37% 111,244 $5.5M
14 Brooktree Capital Management 2.14% 66,942 $3.3M
15 New South Capital Management Inc 2.10% 976,031 $47.9M
16 Harber Asset Management LLC 2.08% 70,454 $3.5M
17 FORA Capital, LLC 1.93% 573,594 $28.1M
18 Mountain Pacific Investment Advisers LLC 1.78% 230,550 $11.3M
19 Cooke & Bieler LP 1.69% 2,973,969 $145.9M
20 Coerente Capital Management 1.66% 183,699 $9.0M
21 American Financial Group Inc 1.64% 95,000 $4.7M
22 Monaco Asset Management SAM 1.62% 415,100 $20.4M
23 Wilkins Investment Counsel Inc 1.61% 243,014 $11.9M
24 Cloverfields Capital Group, LP 1.58% 106,710 $5.2M
25 Patient Capital Management, LLC 1.53% 953,637 $46.8M
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 — 4 quarters in a row: For 4 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 — 44% buying: Last quarter: 789 funds reduced or exited vs 631 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 — 58% AUM from top-100 funds: 69 of 1254 holders are among the 100 largest funds by AUM, controlling 58% 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?

71% of holders stayed for 2+ years: 890 out of 1,259 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.

Disclaimer: The information on this page is for informational purposes only and does not constitute investment advice, a recommendation, or an offer to buy or sell any security. Institutional holdings data is sourced from SEC Form 13F filings and reflects positions as of the filing date. Past performance of any fund or portfolio is not indicative of future results. 13Foresight is not a registered investment adviser. Always conduct your own due diligence before making investment decisions.

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