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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 %
Carson Wealth (CWM LLC)
326
Carson Wealth (CWM LLC)
Nebraska
$175K -$2.21K -27 -1%
JFGIW
327
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$150K +$78.1K +956 +108%
HIIFS
328
Harel Insurance Investments & Financial Services
Israel
$140K +$74.8K +918 +115%
Jones Financial Companies
329
Jones Financial Companies
Missouri
$135K +$26.3K +311 +24%
TRCT
330
Tower Research Capital (TRC)
New York
$114K -$116K -1,419 -50%
CA
331
Crewe Advisors
Utah
$111K +$2.21K +27 +2%
NRG
332
Nemes Rush Group
Michigan
$110K
Asset Management One
333
Asset Management One
Japan
$98K +$34.6K +424 +55%
Twin Tree Management
334
Twin Tree Management
Texas
$94.6K +$94.6K +1,158 New
Amundi
335
Amundi
France
$91.8K -$72.2K -911 -44%
C
336
Covestor
United Kingdom
$91K +$82 +1 +0.1%
Kayne Anderson Rudnick Investment Management
337
Kayne Anderson Rudnick Investment Management
California
$90.5K +$72.3K +885 +397%
TC
338
Truvestments Capital
Florida
$88.4K -$236K -2,885 -73%
Northwestern Mutual Wealth Management
339
Northwestern Mutual Wealth Management
Wisconsin
$83.7K +$57K +698 +214%
SWM
340
Spire Wealth Management
Virginia
$82.7K +$16K +196 +24%
SR
341
Summer Road
Florida
$63.4K +$63.4K +750 New
OAM
342
Ostrum Asset Management
France
$62.1K -$129K -1,584 -68%
VIS
343
Vega Investment Solutions
France
$62.1K +$62.1K +760 New
GI
344
GAMMA Investing
California
$61.3K +$16.3K +199 +36%
PFBT
345
Parkside Financial Bank & Trust
Missouri
$59.5K +$12K +147 +25%
YDMI
346
Y.D. More Investments
Israel
$47.6K +$293 +3 +0.6%
FMP
347
Financial Management Professionals
Texas
$47K -$4K -49 -8%
UB
348
UMB Bank
Missouri
$43.6K +$20.8K +255 +91%
RAM
349
Riggs Asset Management
Pennsylvania
$43.5K +$10.4K +127 +31%
CA
350
Clearstead Advisors
Ohio
$43.3K -$494K -6,040 -92%