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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 %
Lido Advisors
201
Lido Advisors
California
$1.57M +$27.9K +282 +2%
MML Investors Services
202
MML Investors Services
Massachusetts
$1.54M +$45K +454 +3%
SWM
203
Shelton Wealth Management
Texas
$1.53M +$1.53M +15,442 New
LCM
204
Legato Capital Management
California
$1.52M +$1.18M +11,926 +349%
Natixis Advisors
205
Natixis Advisors
Massachusetts
$1.51M +$140K +1,416 +10%
NAAA
206
New Age Alpha Advisors
New York
$1.51M +$1.51M +15,249 New
NMIMC
207
Northwestern Mutual Investment Management Company
Wisconsin
$1.49M -$20.1K -203 -1%
SG Americas Securities
208
SG Americas Securities
New York
$1.49M +$327K +3,299 +28%
IMRF
209
Illinois Municipal Retirement Fund
Illinois
$1.48M +$1.48M +14,979 New
Squarepoint
210
Squarepoint
New York
$1.48M -$27.3M -275,869 -95%
ZBNA
211
Zions Bancorporation, National Association
Utah
$1.47M +$1.47M +14,801 New
P8IP
212
Pier 88 Investment Partners
California
$1.41M +$241K +2,430 +21%
OPERF
213
Oregon Public Employees Retirement Fund
Oregon
$1.37M -$19.8K -200 -1%
X
214
Xponance
Pennsylvania
$1.36M +$42K +424 +3%
ACM
215
Argyle Capital Management
Pennsylvania
$1.34M +$89.2K +900 +7%
NMERB
216
New Mexico Educational Retirement Board
New Mexico
$1.33M – – –
PNC Financial Services Group
217
PNC Financial Services Group
Pennsylvania
$1.32M +$13.5K +136 +1%
Wolverine Trading
218
Wolverine Trading
Illinois
$1.31M -$1.61M -16,358 -55%
AIP
219
Ameritas Investment Partners
Nebraska
$1.3M -$40.6K -410 -3%
KK
220
KLP Kapitalforvaltning
Norway
$1.26M +$109K +1,100 +9%
TD Asset Management
221
TD Asset Management
Ontario, Canada
$1.25M +$1.25M +12,652 New
EC
222
EdgeRock Capital
Colorado
$1.24M +$99 +1 +0%
DFCM
223
Dark Forest Capital Management
Puerto Rico
$1.23M +$1.23M +12,458 New
MCP
224
Militia Capital Partners
Nevada
$1.19M +$396K +4,000 +50%
HVCM
225
Hel Ved Capital Management
Hong Kong
$1.18M -$2.32M -23,400 -66%
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