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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
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 %
AB
151
Amalgamated Bank
New York
$3.19M +$13.5K +136 +0.4%
Treasurer of the State of North Carolina
152
Treasurer of the State of North Carolina
North Carolina
$3.07M +$295K +2,973 +11%
GIP
153
Granite Investment Partners
California
$3.06M -$727K -7,337 -19%
Mitsubishi UFJ Asset Management
154
Mitsubishi UFJ Asset Management
Japan
$3.04M -$10.4K -105 -0.3%
PE
155
Point72 Europe
United Kingdom
$3.01M +$3.01M +30,400 New
Millennium Management
156
Millennium Management
New York
$2.98M -$23.4M -236,426 -89%
Macquarie Group
157
Macquarie Group
Australia
$2.8M -$248K -2,499 -8%
DGM
158
Delta Global Management
New York
$2.78M -$134K -1,350 -5%
MC
159
MIG Capital
California
$2.77M +$2.16M +21,770 +355%
Fidelity Investments
160
Fidelity Investments
Massachusetts
$2.76M -$61.4M -619,380 -96%
EOJOAM
161
E. Ohman J:or Asset Management
Sweden
$2.67M -$104K -1,048 -4%
HCA
162
Harbour Capital Advisors
Virginia
$2.6M -$4.93K -50 -0.2%
State of Tennessee, Department of Treasury
163
State of Tennessee, Department of Treasury
Tennessee
$2.58M – – –
Russell Investments Group
164
Russell Investments Group
United Kingdom
$2.55M +$1.42M +14,290 +125%
PFSRSONJ
165
Police & Firemen's Retirement System of New Jersey
New Jersey
$2.48M +$257K +2,593 +12%
NRCM
166
North Reef Capital Management
California
$2.48M -$5.45M -55,000 -69%
ISL
167
Ingalls & Snyder LLC
New York
$2.44M -$3.58M -36,173 -59%
HCM
168
Hilton Capital Management
New York
$2.37M +$848K +8,552 +56%
HF
169
HRT Financial
New York
$2.29M +$2.29M +23,092 New
ICP
170
Ilex Capital Partners
United Kingdom
$2.26M +$2.26M +22,777 New
YCM
171
Yousif Capital Management
Michigan
$2.24M -$69.9K -705 -3%
TRSOTSOK
172
Teachers Retirement System of the State of Kentucky
Kentucky
$2.24M – – –
Osaic Holdings
173
Osaic Holdings
Arizona
$2.15M -$8.98M -88,535 -81%
IAS
174
IMA Advisory Services
Colorado
$2.14M -$13.3K -134 -0.6%
State of New Jersey Common Pension Fund D
175
State of New Jersey Common Pension Fund D
New Jersey
$2.13M +$38.9K +392 +2%
5 6
7
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