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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 %
EGM
476
Engineers Gate Manager
New York
– -$418K -5,121 Closed
AWM
477
Avior Wealth Management
Nebraska
– -$417K -5,107 Closed
USAA
478
United Services Automobile Association
Texas
– -$357K -4,215 Closed
PCM
479
Prelude Capital Management
New York
– -$322K -3,939 Closed
Voloridge Investment Management
480
Voloridge Investment Management
Florida
– -$295K -3,609 Closed
Allianz Asset Management
481
Allianz Asset Management
Germany
– -$270K -3,300 Closed
JSAM
482
J. Safra Asset Management
New York
– -$261K -3,194 Closed
CIC
483
Chilton Investment Company
Connecticut
– -$248K -3,038 Closed
MF
484
Magnetar Financial
Illinois
– -$240K -2,932 Closed
GAG
485
GM Advisory Group
New York
– -$233K -2,850 Closed
UBP
486
Union Bancaire Privee
Switzerland
– -$230K -2,518 Closed
ECM
487
Everence Capital Management
Indiana
– -$204K -2,500 Closed
IPW
488
Impact Partnership Wealth
Georgia
– -$202K -2,467 Closed
Twin Tree Management
489
Twin Tree Management
Texas
– -$94.6K -1,158 Closed
Amundi
490
Amundi
France
– -$91.8K -1,158 Closed
OAM
491
Ostrum Asset Management
France
– -$62.1K -760 Closed
SSG
492
Summit Securities Group
New York
– -$40.9K -500 Closed
RTC
493
Riverview Trust Company
Washington
– -$29.9K -366 Closed
CCM
494
Coldstream Capital Management
Washington
– -$29.5K -361 Closed
BT
495
Banque Transatlantique
France
– -$26.8K -355 Closed
HCA
496
Heck Capital Advisors
Wisconsin
– -$20.3K -248 Closed
AF
497
Atala Financial
California
– -$8.17K -100 Closed
BFPW
498
BOK Financial Private Wealth
Colorado
– -$6.37K -78 Closed
SW
499
SVB Wealth
Massachusetts
– -$3.51K -43 Closed
VWWMG
500
Vermillion & White Wealth Management Group
Pennsylvania
– -$2.78K -34 Closed
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