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352 hedge funds and large institutions have $3.09B invested in Shift4 in 2026 Q1 according to their latest regulatory filings, with 65 funds opening new positions, 134 increasing their positions, 121 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed

70% more call options, than puts

Call options by funds: $222M | Put options by funds: $130M

11% more repeat investments, than reductions

Existing positions increased: 134 | Existing positions reduced: 121

12% less funds holding

Funds holding: 402352 (-50)

33.49% less ownership

Funds ownership: 120.42%86.92% (-33%)

38% less first-time investments, than exits

New positions opened: 65 | Existing positions closed: 105

40% less capital invested

Capital invested by funds: $5.12B → $3.09B (-$2.03B)

47% less funds holding in top 10

Funds holding in top 10: 158 (-7)

Holders
352
Holders Change
-50
Holders Change %
-12.44%
% of All Funds
4.34%
Holding in Top 10
8
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-46.67%
% of All Funds
0.1%
New
65
Increased
134
Reduced
121
Closed
105
Calls
$222M
Puts
$130M
Net Calls
+$91.6M
Net Calls Change
+$8.97M
Name Holding Trade Value Shares
Change
Change in
Stake
RWM
326
RMG Wealth Management
Wisconsin
$622 +$828 +15 New
S
327
Sachetta
Massachusetts
$613 +$497 +9 +180%
RIL
328
Rothschild Investment LLC
Illinois
$525 +$110 +2 +20%
BFS
329
Bare Financial Services
Pennsylvania
$525 +$386 +7 +140%
PWA
330
Physician Wealth Advisors
Utah
$482 +$607 +11 New
CPG
331
Cornerstone Planning Group
New Jersey
$451 +$331 +6 +120%
BIM
332
Breakwater Investment Management
Washington
$394 +$497 +9 New
TFA
333
Transamerica Financial Advisors
Florida
$393 +$442 +8 +800%
HI
334
Horizon Investments
North Carolina
$350 -$110 -2 -20%
DF
335
Dunhill Financial
United Kingdom
$330 +$276 +5 +250%
QWM
336
Quaker Wealth Management
New Jersey
$307 +$331 +6 +600%
WA
337
Whipplewood Advisors
Colorado
$306 +$386 +7 New
IPS
338
Investors Portfolio Services
Washington
$284 +$386 +7 New
CH
339
Cromwell Holdings
Wyoming
$262
RWS
340
Retirement Wealth Solutions
Wisconsin
$219 -$718 -13 -72%
BLC
341
Brown, Lisle/Cummings
Rhode Island
$219 +$276 +5 New
TPCW
342
TD Private Client Wealth
New York
$131 -$662 -12 -80%
HFS
343
Hughes Financial Services
Virginia
$131 +$110 +2 +200%
KFAS
344
Keating Financial Advisory Services
Kansas
$131 +$166 +3 New
SWM
345
SHP Wealth Management
Massachusetts
$131 +$166 +3 New
ACA
346
American Capital Advisory
Idaho
$88
DF
347
DecisionPoint Financial
Arizona
$88
MCM
348
Manchester Capital Management
Vermont
$88
3FI
349
3 Factor Indexing
California
$88 +$110 +2 New
SOW
350
State of Wyoming
Wyoming
$44 -$34.4K -623 -100%