353 hedge funds and large institutions have $6.27B invested in Shift4 in 2024 Q3 according to their latest regulatory filings, with 58 funds opening new positions, 145 increasing their positions, 107 reducing their positions, and 40 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
353
Holders Change
+15
Holders Change %
+4.44%
% of All Funds
5.11%
Holding in Top 10
13
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+30%
% of All Funds
0.19%
New
58
Increased
145
Reduced
107
Closed
40
Calls
$98M
Puts
$83.3M
Net Calls
+$14.7M
Net Calls Change
+$130M
Name Holding Trade Value Shares
Change
Shares
Change %
SPIA
276
Steward Partners Investment Advisory
New York
$183K -$6.47K -73 -3%
WTG
277
West Tower Group
Virginia
$177K
KBC Group
278
KBC Group
Belgium
$154K +$28.3K +319 +23%
PA
279
Parallel Advisors
California
$149K +$136K +1,537 +1,075%
NIMI
280
Natixis Investment Managers International
France
$144K -$28.5K -322 -17%
EWA
281
EverSource Wealth Advisors
Alabama
$138K -$532 -6 -0.4%
EDRH
282
Edmond de Rothschild Holding
Switzerland
$127K
CA
283
Crewe Advisors
Utah
$118K
TRCT
284
Tower Research Capital (TRC)
New York
$105K +$80.8K +912 +328%
CF
285
Corebridge Financial
Texas
$104K -$1.6K -18 -2%
PFBT
286
Parkside Financial Bank & Trust
Missouri
$99K +$33.2K +375 +51%
SCM
287
Sterling Capital Management
North Carolina
$98.8K +$98.8K +1,115 New
NRG
288
Nemes Rush Group
Michigan
$87K
JSAM
289
J. Safra Asset Management
New York
$86.8K
CA
290
CoreCap Advisors
Michigan
$84.2K +$84.2K +950 New
OAM
291
Ostrum Asset Management
France
$75.3K -$142K -1,605 -65%
SWM
292
Spire Wealth Management
Virginia
$72.3K +$70.9K +800 +5,000%
IA
293
IFP Advisors
Florida
$70.4K +$18.8K +212 +36%
CA
294
Clearstead Advisors
Ohio
$65.1K +$22.6K +255 +53%
Jones Financial Companies
295
Jones Financial Companies
Missouri
$63.8K +$59.8K +681 +1,513%
Asset Management One
296
Asset Management One
Japan
$59.9K -$3.01K -34 -5%
Northwestern Mutual Wealth Management
297
Northwestern Mutual Wealth Management
Wisconsin
$57.5K +$10.5K +118 +22%
FMP
298
Financial Management Professionals
Texas
$56K +$56K +627 New
RAM
299
Riggs Asset Management
Pennsylvania
$48.6K
BWP
300
Baldwin Wealth Partners
Massachusetts
$38.6K +$16.9K +191 +78%