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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
6.07%
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
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 Holding Trade Value Shares
Change 		Shares
Change %
KCM
51
Kornitzer Capital Management
Kansas
$32.1M – – –
UBS AM
52
UBS AM
Illinois
$32.1M +$2.4M +24,244 +8%
Franklin Resources
53
Franklin Resources
California
$32.1M -$9.51M -95,955 -23%
AIM
54
Artemis Investment Management
United Kingdom
$31.3M +$10.4M +105,122 +50%
Bank of Montreal
55
Bank of Montreal
Ontario, Canada
$31.2M +$2.34M +23,644 +8%
SEI Investments
56
SEI Investments
Pennsylvania
$30.5M +$2.55M +25,733 +9%
BNP Paribas Financial Markets
57
BNP Paribas Financial Markets
France
$29.1M -$29.4M -296,982 -50%
EA
58
Emerald Advisers
Pennsylvania
$28M +$1.74M +17,582 +7%
Royal Bank of Canada
59
Royal Bank of Canada
Ontario, Canada
$27.6M +$4.84M +48,838 +21%
MP
60
Maestria Partners
Georgia
$27M +$743K +7,500 +3%
GIM
61
Granahan Investment Management
Massachusetts
$25.5M +$1.88M +18,932 +8%
BA
62
Bridgewater Associates
Connecticut
$24.4M +$16.5M +166,028 +207%
William Blair & Company
63
William Blair & Company
Illinois
$23.6M +$651K +6,569 +3%
JPMorgan Chase & Co
64
JPMorgan Chase & Co
New York
$21.9M +$3.52M +35,538 +19%
Corient Private Wealth
65
Corient Private Wealth
Florida
$21.8M +$12.1M +122,504 +126%
Wells Fargo
66
Wells Fargo
California
$20M -$2.44M -24,651 -11%
First Trust Advisors
67
First Trust Advisors
Illinois
$19.5M -$13.2M -133,099 -40%
TAM
68
Thematics Asset Management
France
$19.3M -$1.51M -15,256 -7%
RhumbLine Advisers
69
RhumbLine Advisers
Massachusetts
$18.5M +$16.9K +171 +0.1%
SSA
70
Schonfeld Strategic Advisors
New York
$18.5M +$18.1M +182,966 +5,689%
NC
71
Nicholas Company
Wisconsin
$17.9M +$140K +1,416 +0.8%
Goldman Sachs
72
Goldman Sachs
New York
$16.6M +$519K +5,234 +3%
HCA
73
Harbor Capital Advisors
Illinois
$16.2M +$86.2K +870 +0.5%
Wellington Management Group
74
Wellington Management Group
Massachusetts
$16.2M -$430K -4,342 -3%
EMFAT
75
Emerald Mutual Fund Advisers Trust
Pennsylvania
$15.8M +$155K +1,564 +1%
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