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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 %
Nisa Investment Advisors
426
Nisa Investment Advisors
Missouri
$3.77K +$297 +3 +9%
RPA
427
Redwood Park Advisors
California
$3.47K – – –
BAM
428
Bellevue Asset Management
Washington
$2.87K -$1.09K -11 -28%
VFM
429
Vision Financial Markets
Connecticut
$2.48K – – –
SA
430
SRH Advisors
Kansas
$1.98K -$29.7K -300 -94%
KG
431
Kilter Group
New York
$1.78K +$1.78K +18 New
HNW
432
High Note Wealth
Minnesota
$1.59K +$1.59K +16 New
BTI
433
Blue Trust Inc
Georgia
$1.29K +$1.29K +13 New
WA
434
WPG Advisers
Maryland
$1.19K – – –
TPCW
435
TD Private Client Wealth
New York
$1.09K -$4.16K -42 -79%
WCM
436
Winthrop Capital Management
Indiana
$1K – – –
CAL
437
Capital Advisors Ltd
Ohio
$1K – – –
HWM
438
Hemington Wealth Management
Virginia
$1K – – –
WA
439
Whipplewood Advisors
Colorado
$694 -$14.4K -145 -95%
JWA
440
JFS Wealth Advisors
Pennsylvania
$694 -$1.09K -11 -61%
BGAI
441
Bruce G. Allen Investments
Colorado
$694 +$297 +3 +75%
CH
442
Cromwell Holdings
Wyoming
$595 +$595 +6 New
MCM
443
MAI Capital Management
Ohio
$496 -$2.98K -30 -86%
SC
444
SouthState Corp
Florida
$496 -$1.59K -16 -76%
S
445
Sachetta
Massachusetts
$496 – – –
SIC
446
SJS Investment Consulting
Ohio
$397 -$298 -3 -43%
BFS
447
Bare Financial Services
Pennsylvania
$396 -$594 -6 -60%
MCM
448
Manchester Capital Management
Vermont
$298 – – –
FFO
449
Fortitude Family Office
Arizona
$297 +$297 +3 New
AF
450
Advisornet Financial
Minnesota
$198 -$6.53K -66 -97%
16 17
18
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