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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 %
RAM
376
Riggs Asset Management
Pennsylvania
$52.2K -$496 -5 -0.9%
SWM
377
Spire Wealth Management
Virginia
$50.7K -$49.6K -500 -49%
YDMI
378
Y.D. More Investments
Israel
$42.1K -$5.8K -59 -12%
ST
379
Smithfield Trust
Pennsylvania
$40K – – –
BCM
380
Berbice Capital Management
New York
$39.6K – – –
BOJHT
381
Bank of Jackson Hole Trust
Wyoming
$39.6K – – –
HNB
382
Huntington National Bank
Ohio
$39K -$5.75K -58 -13%
CPBTD
383
Central Pacific Bank - Trust Division
Hawaii
$38.7K +$1.29K +13 +3%
VIS
384
Vega Investment Solutions
France
$38.3K -$37.1K -374 -49%
TFA
385
Toth Financial Advisory
Virginia
$35.7K – – –
PS
386
Principal Securities
Iowa
$35K -$5.25K -53 -13%
FDCDDQ
387
Federation des caisses Desjardins du Quebec
Quebec, Canada
$33.7K +$10.9K +110 +48%
AAP
388
Arax Advisory Partners
Colorado
$30.9K +$29.9K +302 +3,020%
AF
389
Allworth Financial
California
$27.9K +$22.4K +226 +411%
SIC
390
Salem Investment Counselors
North Carolina
$26.4K – – –
CI Investments Inc
391
CI Investments Inc
Ontario, Canada
$24K +$11.9K +121 +98%
SAM
392
Smartleaf Asset Management
Massachusetts
$23.6K +$9.43K +96 +67%
Mirae Asset Global Investments
393
Mirae Asset Global Investments
South Korea
$21.7K -$3.55M -35,831 -99%
FMP
394
Financial Management Professionals
Texas
$21.6K -$35.4K -357 -62%
FFA
395
Farther Finance Advisors
California
$21.2K +$3.67K +37 +21%
HFS
396
Hantz Financial Services
Michigan
$21K +$15.9K +161 +316%
TWC
397
TD Waterhouse Canada
Ontario, Canada
$20.2K -$879 -9 -4%
TSMHT
398
Thurston Springer Miller Herd & Titak
Indiana
$19.8K +$19.8K +200 New
JFGIW
399
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$16.8K -$166K -1,672 -91%
HWA
400
Heritage Wealth Advisors
Virginia
$16.6K – – –
14 15
16
17 18