Shift4
FOUR
FOUR
351 hedge funds and large institutions have $3.09B invested in Shift4 in 2026 Q1 according to their latest regulatory filings, with 66 funds opening new positions, 134 increasing their positions, 119 reducing their positions, and 107 closing their positions.
New
Increased
Maintained
Reduced
Closed
more call options, than puts
Call options by funds: $ | Put options by funds: $
more repeat investments, than reductions
Existing positions increased: | Existing positions reduced:
less funds holding
Funds holding: →
less ownership
Funds ownership: →
38% less first-time investments, than exits
New positions opened: 66 | Existing positions closed: 107
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: 15 → 8 (-7)
Holders
351
Holding in Top 10
8
Calls
$222M
Puts
$130M
Top Buyers
| 1 | +$55.5M | |
| 2 | +$40.5M | |
| 3 | +$25.5M | |
| 4 |
PMG
Private Management Group
Irvine,
California
|
+$25.1M |
| 5 |
GAM
Gotham Asset Management
New York
|
+$24.4M |
Top Sellers
| 1 | -$142M | |
| 2 | -$72.3M | |
| 3 | -$58.3M | |
| 4 |
Bank of Montreal
Toronto,
Ontario, Canada
|
-$46.7M |
| 5 |
Ameriprise
Minneapolis,
Minnesota
|
-$36.9M |
