FOUR icon

Shift4
FOUR

Overview Fund Activity

452 hedge funds and large institutions have $8.57B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 175 increasing their positions, 154 reducing their positions, and 59 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
452
Holders Change
+17
Holders Change %
+3.91%
% of All Funds
6.06%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.24%
New
81
Increased
175
Reduced
154
Closed
59
Calls
$166M
Puts
$67.1M
Net Calls
+$99.4M
Net Calls Change
+$9.1M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$235M
2
WA
2
Wasatch Advisors
Utah
$628M
3
WHCM
3
Wolf Hill Capital Management
Connecticut
$79.2M
4
DCP
4
Durable Capital Partners
Maryland
$661M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.76M
2
PL
2
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$67M
4
CRCM
4
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
SOADOR
251
State of Alaska Department of Revenue
Alaska
$751K -$45.5K -460 -6%
CC
252
Centiva Capital
New York
$739K +$739K +7,456 New
MWA
253
MN Wealth Advisors
Kansas
$721K +$721K +7,279 New
HCM
254
Hodges Capital Management
Texas
$714K -$165K -1,665 -19%
PPA
255
Pacific Point Advisors
California
$694K – – –
HighTower Advisors
256
HighTower Advisors
Illinois
$680K +$85.2K +860 +14%
SC
257
Shay Capital
New York
$674K -$971K -9,800 -59%
QCG
258
Quadrant Capital Group
Ohio
$664K +$612K +6,171 +1,164%
YIH
259
Y-Intercept (HK)
Hong Kong
$660K +$660K +6,656 New
IUHSA
260
Itau Unibanco Holding S.A.
Brazil
$654K +$654K +6,600 New
CCM
261
Corsair Capital Management
New York
$650K – – –
RPCONE
262
Retirement Planning Company of New England
Rhode Island
$637K +$4.46K +45 +0.7%
PFS
263
Prospera Financial Services
Texas
$605K – – –
VPIM
264
Vanguard Personalized Indexing Management
California
$578K +$124K +1,246 +27%
M&T Bank
265
M&T Bank
New York
$573K -$20K -202 -3%
PWP
266
Prasad Wealth Partners
Ohio
$563K +$10.4K +105 +2%
P
267
&Partners
Tennessee
$556K +$87K +821 +19%
FRM
268
Fox Run Management
Connecticut
$554K -$120K -1,212 -18%
KeyBank National Association
269
KeyBank National Association
Ohio
$554K +$84.5K +853 +18%
SI
270
Shaker Investments
Ohio
$551K +$10.4K +105 +2%
Public Employees Retirement Association of Colorado
271
Public Employees Retirement Association of Colorado
Colorado
$543K – – –
Cetera Investment Advisers
272
Cetera Investment Advisers
Illinois
$539K +$85.2K +860 +19%
NRS
273
Neville Rodie & Shaw
New York
$538K +$538K +5,430 New
SAM
274
S.A. Mason
Michigan
$533K +$10.1K +102 +2%
Prudential Financial
275
Prudential Financial
New Jersey
$529K +$121K +1,235 +30%
9 10
11
12 13