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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 %
MSRPS
326
Maryland State Retirement & Pension System
Maryland
$284K – – –
FB
327
Fulton Bank
Pennsylvania
$281K +$281K +2,839 New
SS
328
SBI Securities
Japan
$278K -$17.7K -179 -6%
Vontobel Holding
329
Vontobel Holding
Switzerland
$269K +$14.2K +143 +6%
BHPW
330
Beverly Hills Private Wealth
California
$265K – – –
SI
331
Stonekeep Investments
New Mexico
$264K -$119K -1,203 -31%
CWP
332
Curated Wealth Partners
California
$256K +$256K +2,578 New
Rafferty Asset Management
333
Rafferty Asset Management
New York
$251K +$251K +2,535 New
CAM
334
Cresset Asset Management
Illinois
$249K +$249K +2,514 New
Jones Financial Companies
335
Jones Financial Companies
Missouri
$249K +$91.5K +932 +58%
OSAM
336
O'Shaughnessy Asset Management
Connecticut
$245K +$245K +2,477 New
SCM
337
Shelton Capital Management
Colorado
$243K – – –
AWS
338
Atria Wealth Solutions
New York
$240K +$240K +2,359 New
JIC
339
Johnson Investment Counsel
Ohio
$240K -$29.7K -300 -11%
JSL
340
JT Stratford LLC
Georgia
$238K -$1.56M -15,729 -87%
CAM
341
Claret Asset Management
Quebec, Canada
$235K +$235K +2,369 New
STA
342
Summit Trail Advisors
New York
$234K +$234K +2,358 New
1IA
343
1620 Investment Advisors
Massachusetts
$231K -$1.29K -13 -0.6%
BAM
344
Belpointe Asset Management
Nevada
$227K +$227K +2,292 New
CL
345
Choreo LLC
Illinois
$225K +$225K +2,266 New
Focus Partners Wealth
346
Focus Partners Wealth
Massachusetts
$223K +$223K +2,251 New
EWM
347
Empirical Wealth Management
Washington
$223K +$223K +2,250 New
Carson Wealth (CWM LLC)
348
Carson Wealth (CWM LLC)
Nebraska
$206K -$6.35K -64 -3%
WA
349
WBH Advisory
Maryland
$202K +$202K +2,035 New
AQR Capital Management
350
AQR Capital Management
Connecticut
$201K -$425K -4,286 -68%
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