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Shift4
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Overview Fund Activity

449 hedge funds and large institutions have $8.45B invested in Shift4 in 2025 Q2 according to their latest regulatory filings, with 81 funds opening new positions, 173 increasing their positions, 153 reducing their positions, and 59 closing their positions.

Holders
449
Holders Change
+14
Holders Change %
+3.22%
% of All Funds
6.03%
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
173
Reduced
153
Closed
59
Calls
$129M
Puts
$45.4M
Net Calls
+$83.9M
Net Calls Change
-$6.32M

Top Buyers

1
UBS Group
1
UBS Group
Switzerland
$235M
2
WA
2
Wasatch Advisors
Utah
$628M
3
WHCM
3
Wolf Hill Capital Management
Connecticut
$79.2M
4
DCP
4
Durable Capital Partners
Maryland
$661M
5
Fuller & Thaler Asset Management
5
Fuller & Thaler Asset Management
California
$66.5M

Top Sellers

1
Fidelity Investments
1
Fidelity Investments
Massachusetts
$2.76M
2
PL
2
Perpetual Ltd
Australia
$0
3
Westfield Capital Management
3
Westfield Capital Management
Massachusetts
$67M
4
CRCM
4
Cat Rock Capital Management
Connecticut
$0
5
BNP Paribas Financial Markets
5
BNP Paribas Financial Markets
France
$29.1M
Name Market Value Shares Shares
Change 		Shares
Change %
VWWMG
501
Vermillion & White Wealth Management Group
Pennsylvania
– – -34 Closed
SFG
502
Stonebridge Financial Group
Pennsylvania
– – -25 Closed
PWAM
503
Private Wealth Asset Management
Iowa
– – -9 Closed
SHIM
504
Stone House Investment Management
Pennsylvania
– – -7 Closed
DPW
505
DiNuzzo Private Wealth
Pennsylvania
– – -6 Closed
HFS
506
Hughes Financial Services
Virginia
– – -6 Closed
AWM
507
Activest Wealth Management
Florida
– – -4 Closed
ACA
508
American Capital Advisory
Idaho
– – -3 Closed
AW
509
Avion Wealth
Texas
– – -2 Closed
PWM
510
Parkworth Wealth Management
California
– – -1 Closed
MCM
511
MV Capital Management
Maryland
– – -1 Closed
CT
512
Clearstead Trust
Maine
– – -1 Closed
SB
513
SIG Brokerage
New York
– – – –
PSC
514
Portman Square Capital
United Kingdom
– – – –
D.E. Shaw & Co
515
D.E. Shaw & Co
New York
– – – –
IP
516
Interval Partners
New York
– – – –
SM
517
Skaana Management
New York
– – – –
IMC Chicago
518
IMC Chicago
Illinois
– – – –
QWM
519
Quaker Wealth Management
New Jersey
– – – –
WAM
520
Wolverine Asset Management
Illinois
– – – –
Nomura Holdings
521
Nomura Holdings
Japan
– – – –
17 18 19 20
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