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Shift4
FOUR
FOUR
402 hedge funds and large institutions have $5.12B invested in Shift4 in 2025 Q4 according to their latest regulatory filings, with 74 funds opening new positions, 137 increasing their positions, 157 reducing their positions, and 114 closing their positions.
New
Increased
Maintained
Reduced
Closed
81% more call options, than puts
Call options by funds: $185M | Put options by funds: $102M
5.44% less ownership
Funds ownership: 125.86% → 120.42% (-5.4%)
6% less funds holding in top 10
Funds holding in top 10: 16 → 15 (-1)
11% less funds holding
Funds holding: 450 → 402 (-48)
13% less repeat investments, than reductions
Existing positions increased: 137 | Existing positions reduced: 157
22% less capital invested
Capital invested by funds: $6.56B → $5.12B (-$1.43B)
35% less first-time investments, than exits
New positions opened: 74 | Existing positions closed: 114
Holders
402
Holders Change
-48
Holders Change %
-10.67%
% of All Funds
4.89%
Holding in Top 10
15
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-6.25%
% of All Funds
0.18%
New
74
Increased
137
Reduced
157
Closed
114
Calls
$185M
Puts
$102M
Net Calls
+$82.6M
Net Calls Change
-$13.1M
Top Buyers
| 1 |
DCP
Durable Capital Partners
Bethesda,
Maryland
|
+$69.3M |
| 2 |
Bank of Montreal
Toronto,
Ontario, Canada
|
+$59.7M |
| 3 |
Marshall Wace
London,
United Kingdom
|
+$57.7M |
| 4 |
WA
Wasatch Advisors
Salt Lake City,
Utah
|
+$43.9M |
| 5 |
UBS AM
Chicago,
Illinois
|
+$42.4M |
Top Sellers
| 1 |
Morgan Stanley
New York
|
-$84.7M |
| 2 |
Jennison Associates
New York
|
-$79.9M |
| 3 |
CIBC Private Wealth Group
Atlanta,
Georgia
|
-$70.6M |
| 4 |
Boston Partners
Boston,
Massachusetts
|
-$63.2M |
| 5 |
Point72 Asset Management
Stamford,
Connecticut
|
-$55.6M |
