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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 %
RA
401
Rise Advisors
New York
$15.2K – – –
GWM
402
Geneos Wealth Management
Colorado
$15.2K +$99 +1 +0.7%
VNA
403
Valley National Advisers
Pennsylvania
$12K -$28.8K -300 -71%
BC
404
Bayforest Capital
United Kingdom
$10.9K +$4.56K +46 +72%
RS
405
Rakuten Securities
Japan
$10.7K -$496 -5 -4%
A
406
AlphaQuest
New York
$10.7K +$4.16K +42 +64%
GRP
407
Global Retirement Partners
California
$10.6K +$10.6K +107 New
SCM
408
Sterling Capital Management
North Carolina
$10.1K -$10.2K -103 -50%
CIAM
409
Caitong International Asset Management
Hong Kong
$9.61K +$9.42K +95 +4,750%
CTC
410
Central Trust Company
Missouri
$8.92K +$8.92K +90 New
CFO
411
CVA Family Office
Colorado
$8.52K – – –
OLVIG
412
Oliver Lagore Vanvalin Investment Group
Michigan
$8.17K +$8.17K +100 New
WTA
413
Washington Trust Advisors
Massachusetts
$7.63K -$2.97K -30 -28%
VCM
414
Versant Capital Management
Arizona
$7.33K +$1.69K +17 +30%
EWA
415
EverSource Wealth Advisors
Alabama
$6.94K -$3.57K -36 -34%
S
416
SignatureFD
Georgia
$6.64K -$694 -7 -9%
Optiver Holding
417
Optiver Holding
Netherlands
$6.54K +$6.54K +66 New
AssetMark Inc
418
AssetMark Inc
California
$5.85K -$297 -3 -5%
LFG
419
Larson Financial Group
Missouri
$5.85K +$2.18K +22 +59%
FMII
420
Farmers & Merchants Investments Inc
Nebraska
$5.55K +$1.98K +20 +56%
MPWT
421
MassMutual Private Wealth & Trust
Connecticut
$4.96K -$10.7K -108 -68%
MSG
422
Main Street Group
Virginia
$4.96K – – –
FHA
423
First Horizon Advisors
Tennessee
$4.36K – – –
NC
424
NewSquare Capital
Pennsylvania
$4.06K +$3.27K +33 +413%
PTC
425
Private Trust Company
Ohio
$3.87K – – –
15 16
17
18 19