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Shift4
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Overview Fund Activity

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

Top Buyers

1
DPCM
Darlington Partners Capital Management
California
+$184M
2
DCP
Durable Capital Partners
Maryland
+$64.5M
3
PL
Perpetual Ltd
Australia
+$56.9M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
+$47.6M
5
UBS Group
UBS Group
Switzerland
+$31.4M

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
-$134M
2
Citadel Advisors
Citadel Advisors
Florida
-$78.9M
3
Jennison Associates
Jennison Associates
New York
-$60.5M
4
AllianceBernstein
AllianceBernstein
Tennessee
-$29.9M
5
Westfield Capital Management
Westfield Capital Management
Massachusetts
-$29.9M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
426
Sachetta
Massachusetts
$409 – – –
BGAI
427
Bruce G. Allen Investments
Colorado
$327 +$82 +1 +33%
AWM
428
Activest Wealth Management
Florida
$327 +$327 +4 New
MCM
429
Manchester Capital Management
Vermont
$246 – – –
ACA
430
American Capital Advisory
Idaho
$246 +$246 +3 New
CIAM
431
Caitong International Asset Management
Hong Kong
$163 +$163 +2 New
PWM
432
Parkworth Wealth Management
California
$82 – – –
MCM
433
MV Capital Management
Maryland
$82 – – –
CT
434
Clearstead Trust
Maine
$82 +$82 +1 New
EI
435
EAM Investors
California
– -$4.66M -44,907 Closed
EAM
436
EFG Asset Management
Oregon
– -$3.98M -38,297 Closed
SI
437
Sora Investors
Pennsylvania
– -$2.97M -28,571 Closed
JG
438
Jain Global
New York
– -$2.18M -21,027 Closed
ET
439
Entropy Technologies
New York
– -$2.13M -20,551 Closed
MNBTD
440
Moody National Bank Trust Division
Texas
– -$1.64M -15,849 Closed
AG
441
Algert Global
California
– -$1.55M -14,933 Closed
Holocene Advisors
442
Holocene Advisors
New York
– -$1.43M -13,784 Closed
Wealth Enhancement Advisory Services
443
Wealth Enhancement Advisory Services
Minnesota
– -$1.24M -11,985 Closed
CPA
444
Capital Planning Advisors
California
– -$1.04M -10,000 Closed
BFG
445
Bleakley Financial Group
New Jersey
– -$962K -9,274 Closed
RBFC
446
Roman Butler Fullerton & Co
Missouri
– -$1.04M -9,087 Closed
FHB
447
First Hawaiian Bank
Hawaii
– -$942K -9,073 Closed
CPC
448
Cookson Peirce & Co
Pennsylvania
– -$904K -8,706 Closed
RAM
449
Readystate Asset Management
Illinois
– -$761K -7,337 Closed
HCMT
450
Highland Capital Management (Tennessee)
Tennessee
– -$641K -6,181 Closed
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