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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 %
DF
451
DecisionPoint Financial
Arizona
$196 +$196 +2 New
RWM
452
Rialto Wealth Management
New York
$100 +$100 +1 New
PL
453
Perpetual Ltd
Australia
– -$56.9M -695,912 Closed
CRCM
454
Cat Rock Capital Management
Connecticut
– -$32.3M -394,932 Closed
JGC
455
J. Goldman & Co
New York
– -$19.7M -240,757 Closed
CF
456
Corebridge Financial
Texas
– -$6.25M -76,469 Closed
EF
457
Empowered Funds
Pennsylvania
– -$5.64M -69,012 Closed
CSS
458
Cubist Systematic Strategies
Connecticut
– -$5.02M -61,486 Closed
SFI
459
Susquehanna Fundamental Investments
Pennsylvania
– -$4.13M -50,486 Closed
AIMCA
460
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
– -$2.66M -32,507 Closed
EP
461
Edgestream Partners
New Jersey
– -$2.43M -29,794 Closed
IHL
462
Investment House LLC
California
– -$1.85M -22,690 Closed
BSG
463
Black Swift Group
Colorado
– -$1.41M -17,250 Closed
GIA
464
Gateway Investment Advisers
Ohio
– -$1.28M -15,713 Closed
Simplex Trading
465
Simplex Trading
Illinois
– -$1.21M -14,761 Closed
PL
466
Polianta Ltd
Jersey
– -$1.04M -12,700 Closed
MTIM
467
Marathon Trading Investment Management
Pennsylvania
– -$825K -10,100 Closed
RWA
468
Redhawk Wealth Advisors
Minnesota
– -$822K -10,054 Closed
N
469
Numerai
California
– -$678K -8,300 Closed
Pathstone Holdings
470
Pathstone Holdings
New Jersey
– -$655K -8,021 Closed
CW
471
CreativeOne Wealth
Kansas
– -$609K -7,449 Closed
PI
472
PineBridge Investments
New York
– -$569K -6,965 Closed
NA
473
NewEdge Advisors
Louisiana
– -$489K -5,983 Closed
Pacer Advisors
474
Pacer Advisors
Pennsylvania
– -$472K -5,781 Closed
Jane Street
475
Jane Street
New York
– -$424K -5,187 Closed
17 18
19
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