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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 %
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
451
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
– -$623K -6,001 Closed
AC
452
Aristeia Capital
Connecticut
– -$548K -5,284 Closed
OTL
453
Oak Thistle LLC
New York
– -$480K -4,621 Closed
DFCM
454
Dark Forest Capital Management
Puerto Rico
– -$364K -3,509 Closed
EC
455
EntryPoint Capital
New York
– -$333K -3,208 Closed
CWIG
456
Chung Wu Investment Group
Texas
– -$330K -3,180 Closed
JWCA
457
J.W. Cole Advisors
Florida
– -$328K -3,161 Closed
LGA
458
Lebenthal Global Advisors
New York
– -$328K -3,160 Closed
Rafferty Asset Management
459
Rafferty Asset Management
New York
– -$318K -3,067 Closed
AA
460
Armis Advisers
Georgia
– -$316K -3,042 Closed
AWF
461
Alpha Wealth Funds
Utah
– -$210K -3,000 Closed
SA
462
Sovran Advisors
California
– -$293K -2,867 Closed
STA
463
Summit Trail Advisors
New York
– -$280K -2,700 Closed
OSAM
464
O'Shaughnessy Asset Management
Connecticut
– -$266K -2,563 Closed
SFA
465
Sequoia Financial Advisors
Ohio
– -$255K -2,459 Closed
FTWA
466
Fifth Third Wealth Advisors
Ohio
– -$245K -2,365 Closed
CWP
467
Curated Wealth Partners
California
– -$239K -2,307 Closed
CCM
468
Conway Capital Management
California
– -$234K -2,250 Closed
HAG
469
HighPoint Advisor Group
Illinois
– -$257K -2,194 Closed
CPIG
470
Chicago Partners Investment Group
Illinois
– -$233K -2,183 Closed
AWS
471
Atria Wealth Solutions
New York
– -$224K -2,162 Closed
WA
472
WBH Advisory
Maryland
– -$211K -2,035 Closed
AWA
473
Arete Wealth Advisors
Illinois
– -$212K -2,027 Closed
VC
474
Vicus Capital
Pennsylvania
– -$208K -2,000 Closed
WTG
475
West Tower Group
Virginia
– -$208K -2,000 Closed
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