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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 %
BF
176
BOK Financial
Oklahoma
$2.08M +$346K +3,491 +20%
SI
177
Sapience Investments
California
$2.08M +$542K +5,470 +35%
Group One Trading
178
Group One Trading
Illinois
$2.05M -$229K -2,310 -10%
LPCM
179
Lynwood Price Capital Management
Texas
$1.98M -$8.33M -84,000 -81%
SPIA
180
Steward Partners Investment Advisory
New York
$1.97M -$1.11M -11,212 -36%
LSERS
181
Louisiana State Employees Retirement System
Louisiana
$1.88M -$19.8K -200 -1%
Commonwealth Equity Services
182
Commonwealth Equity Services
Massachusetts
$1.88M +$310K +3,130 +20%
IP
183
Intellectus Partners
California
$1.85M +$268K +2,700 +17%
Citigroup
184
Citigroup
New York
$1.82M -$440K -4,437 -19%
SDIC
185
South Dakota Investment Council
South Dakota
$1.81M +$1.81M +18,300 New
Mariner
186
Mariner
Kansas
$1.79M -$426K -4,302 -19%
ASRS
187
Arizona State Retirement System
Arizona
$1.76M +$31.3K +316 +2%
HW
188
Hancock Whitney
Mississippi
$1.73M +$1.73M +17,433 New
COPPSERS
189
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$1.72M +$91.3K +921 +6%
FG
190
Formula Growth
Quebec, Canada
$1.72M +$1.72M +17,326 New
CAPTRUST Financial Advisors
191
CAPTRUST Financial Advisors
North Carolina
$1.68M +$383K +3,863 +30%
VIM
192
VELA Investment Management
Ohio
$1.68M +$1.68M +16,905 New
JC
193
JCSD Capital
California
$1.66M +$1.66M +16,709 New
MIC
194
Maxi Investments CY
Cyprus
$1.64M +$1.64M +16,568 New
ETC
195
Exchange Traded Concepts
Oklahoma
$1.63M -$25.7K -259 -2%
Janney Montgomery Scott
196
Janney Montgomery Scott
Pennsylvania
$1.62M -$5.55M -56,017 -77%
SOMRS
197
State of Michigan Retirement System
Michigan
$1.61M -$19.8K -200 -1%
PCM
198
Penn Capital Management
Pennsylvania
$1.6M +$23.4K +232 +1%
Handelsbanken Fonder
199
Handelsbanken Fonder
Sweden
$1.58M +$19.8K +200 +1%
Thrivent Financial for Lutherans
200
Thrivent Financial for Lutherans
Minnesota
$1.57M -$21.1K -213 -1%
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