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

Top Sellers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.76M
2
PL
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
Westfield Capital Management
Massachusetts
$67M
4
CRCM
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$29.1M
Name Holding Trade Value Shares
Change 		Shares
Change %
PA
301
Parallel Advisors
California
$380K +$31.5K +318 +9%
CGH
302
Crossmark Global Holdings
Texas
$371K +$9.71K +98 +3%
LAM
303
Lewis Asset Management
California
$357K -$29.7K -300 -8%
IWA
304
Inspirion Wealth Advisors
Illinois
$351K – – –
AAS
305
Annex Advisory Services
Wisconsin
$351K – – –
URS
306
Utah Retirement Systems
Utah
$348K +$30.5K +308 +10%
PD
307
Point72 (DIFC)
United Arab Emirates
$342K +$342K +3,448 New
PCM
308
Prana Capital Management
Connecticut
$341K -$3.45M -34,810 -91%
OAM
309
Occidental Asset Management
California
$330K -$85.3K -861 -21%
SGAM
310
Smith Group Asset Management
Texas
$330K +$330K +3,330 New
WC
311
Wexford Capital
Florida
$324K +$324K +3,269 New
MFG
312
MidWestOne Financial Group
Iowa
$323K +$323K +3,264 New
GAM
313
Groupama Asset Management
France
$322K -$896K – –
FDS
314
First Dallas Securities
Texas
$320K -$76.8K -775 -19%
ABC
315
Associated Banc-Corp
Wisconsin
$315K +$9.52K +96 +3%
Wealth Enhancement Advisory Services
316
Wealth Enhancement Advisory Services
Minnesota
$314K +$314K +3,081 New
VA
317
Vident Advisory
Georgia
$312K +$55.6K +561 +22%
NS
318
NBC Securities
Alabama
$312K -$32.2K -325 -9%
BHCM
319
Brevan Howard Capital Management
Jersey
$307K -$1.25M -12,640 -80%
SC
320
Scotia Capital
Ontario, Canada
$298K -$129K -1,304 -30%
MWM
321
Modera Wealth Management
New Jersey
$297K – – –
WTG
322
West Tower Group
Virginia
$297K +$297K +3,000 New
CT
323
Chicago Trust
Illinois
$297K -$4.46K -45 -1%
ProShare Advisors
324
ProShare Advisors
Maryland
$297K +$6.54K +66 +2%
Mercer Global Advisors
325
Mercer Global Advisors
Colorado
$295K +$44.7K +451 +18%
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