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Shift4
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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 %
Cerity Partners
276
Cerity Partners
New York
$527K +$22.3K +225 +4%
Tudor Investment Corp
277
Tudor Investment Corp
Connecticut
$526K +$526K +5,312 New
SAM
278
Securian Asset Management
Minnesota
$504K -$9.91K -100 -2%
TCM
279
Triumph Capital Management
Colorado
$489K +$35.2K +355 +8%
AC
280
Aristeia Capital
Connecticut
$488K +$488K +4,925 New
Federated Hermes
281
Federated Hermes
Pennsylvania
$482K -$14.3K -144 -3%
NL
282
NKCFO LLC
Illinois
$476K +$476K +4,800 New
JG
283
Jain Global
New York
$473K +$473K +4,770 New
Creative Planning
284
Creative Planning
Kansas
$464K +$79.2K +799 +21%
QCM
285
QRG Capital Management
Illinois
$458K -$38.5K -388 -8%
FGP
286
Freestone Grove Partners
California
$453K -$443K -4,470 -49%
Truist Financial
287
Truist Financial
North Carolina
$452K +$12.2K +123 +3%
HCM
288
HMS Capital Management
Tennessee
$449K -$2.97K -30 -0.7%
Fifth Third Bancorp
289
Fifth Third Bancorp
Ohio
$443K -$17.4K -176 -4%
VCA
290
Verdence Capital Advisors
Maryland
$441K +$25.1K +253 +6%
YMRC
291
Yorktown Management & Research Company
Virginia
$436K – – –
AI
292
Atria Investments
North Carolina
$433K -$63.6K -642 -13%
GIM
293
Glenmede Investment Management
Pennsylvania
$430K +$430K +4,343 New
SC
294
Savant Capital
Illinois
$430K -$30.7K -310 -7%
PWM
295
Perigon Wealth Management
California
$427K +$18.8K +190 +5%
AA
296
ALPS Advisors
Colorado
$414K +$4.96K +50 +1%
B
297
Bailard
California
$412K -$232K -2,340 -36%
GEM
298
Global Endowment Management
North Carolina
$411K -$167K -1,683 -29%
IA
299
IFP Advisors
Florida
$407K +$42.7K +301 +12%
GTAM
300
Global Trust Asset Management
Florida
$393K -$90.3K -911 -19%
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