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Shift4

434 hedge funds and large institutions have $6.54B invested in Shift4 in 2025 Q1 according to their latest regulatory filings, with 69 funds opening new positions, 175 increasing their positions, 143 reducing their positions, and 61 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
434
Holders Change
+1
Holders Change %
+0.23%
% of All Funds
5.9%
Holding in Top 10
16
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+23.08%
% of All Funds
0.22%
New
69
Increased
175
Reduced
143
Closed
61
Calls
$160M
Puts
$70.2M
Net Calls
+$90.2M
Net Calls Change
+$127M
Name Holding Trade Value Shares
Change
Shares
Change %
YMRC
276
Yorktown Management & Research Company
Virginia
$360K
USAA
277
United Services Automobile Association
Texas
$357K +$357K +4,215 New
SC
278
Scotia Capital
Ontario, Canada
$352K
VCA
279
Verdence Capital Advisors
Maryland
$343K +$68K +832 +25%
OAM
280
Occidental Asset Management
California
$342K +$342K +4,191 New
HCM
281
HMS Capital Management
Tennessee
$341K -$3.66K -49 -1%
AA
282
ALPS Advisors
Colorado
$337K -$14K -171 -4%
PWM
283
Perigon Wealth Management
California
$337K +$17.4K +213 +5%
FDS
284
First Dallas Securities
Texas
$327K -$108K -1,325 -25%
PCM
285
Prelude Capital Management
New York
$322K +$322K +3,939 New
LAM
286
Lewis Asset Management
California
$319K -$73.5K -900 -19%
Creative Planning
287
Creative Planning
Kansas
$317K +$29.6K +362 +10%
SI
288
Stonekeep Investments
New Mexico
$316K +$20.6K +252 +7%
Schroder Investment Management Group
289
Schroder Investment Management Group
United Kingdom
$315K -$4.37M -51,680 -93%
Walleye Capital
290
Walleye Capital
New York
$309K -$264K -3,226 -46%
CGH
291
Crossmark Global Holdings
Texas
$298K +$15.9K +194 +6%
Voloridge Investment Management
292
Voloridge Investment Management
Florida
$295K -$9.6M -117,443 -97%
GT
293
Glenmede Trust
Pennsylvania
$291K +$37.9K +464 +15%
IWA
294
Inspirion Wealth Advisors
Illinois
$289K
AAS
295
Annex Advisory Services
Wisconsin
$289K
PA
296
Parallel Advisors
California
$287K +$16K +196 +6%
NS
297
NBC Securities
Alabama
$283K +$283K +3,469 +57,817%
LCM
298
Legato Capital Management
California
$279K +$82.2K +1,006 +42%
VRS
299
Virginia Retirement Systems
Virginia
$270K +$270K +3,300 New
Allianz Asset Management
300
Allianz Asset Management
Germany
$270K +$270K +3,300 New