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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 %
PTC
401
Private Trust Company
Ohio
$3.19K +$3.19K +39 New
LFG
402
Larson Financial Group
Missouri
$3.02K +$2.78K +34 +1,133%
FMII
403
Farmers & Merchants Investments Inc
Nebraska
$2.94K +$2.94K +36 New
RPA
404
Redwood Park Advisors
California
$2.86K +$817 +10 +40%
Nisa Investment Advisors
405
Nisa Investment Advisors
Missouri
$2.86K +$2.86K +35 New
MCM
406
MAI Capital Management
Ohio
$2.86K +$2.86K +35 New
VWWMG
407
Vermillion & White Wealth Management Group
Pennsylvania
$2.78K +$2.78K +34 New
SFG
408
Stonebridge Financial Group
Pennsylvania
$2.04K
VFM
409
Vision Financial Markets
Connecticut
$2.04K +$2.04K +25 New
SC
410
SouthState Corp
Florida
$1.72K +$1.72K +21 New
JWA
411
JFS Wealth Advisors
Pennsylvania
$1.47K -$654 -8 -31%
HWM
412
Hemington Wealth Management
Virginia
$1K -$500 -7 -33%
CAL
413
Capital Advisors Ltd
Ohio
$1K
WCM
414
Winthrop Capital Management
Indiana
$1K +$1K +14 New
WA
415
WPG Advisers
Maryland
$981 -$491 -6 -33%
AAP
416
Arax Advisory Partners
Colorado
$818 +$82 +1 +11%
QL
417
Quarry LP
New York
$817 -$41.7K -510 -98%
BFS
418
Bare Financial Services
Pennsylvania
$817 +$817 +10 New
PWAM
419
Private Wealth Asset Management
Iowa
$735 +$735 +9 New
NC
420
NewSquare Capital
Pennsylvania
$654 +$654 +8 New
SIC
421
SJS Investment Consulting
Ohio
$572 -$82 -1 -13%
SHIM
422
Stone House Investment Management
Pennsylvania
$572 +$572 +7 New
WA
423
Whipplewood Advisors
Colorado
$572 +$546 +145 +2,071%
HFS
424
Hughes Financial Services
Virginia
$502 +$502 +6 New
DPW
425
DiNuzzo Private Wealth
Pennsylvania
$491