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Shopify
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Overview Fund Activity

1,459 hedge funds and large institutions have $79.6B invested in Shopify in 2025 Q1 according to their latest regulatory filings, with 162 funds opening new positions, 530 increasing their positions, 535 reducing their positions, and 146 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,459
Holders Change
-12
Holders Change %
-0.82%
% of All Funds
19.82%
Holding in Top 10
49
Holding in Top 10 Change
+4
Holding in Top 10 Change %
+8.89%
% of All Funds
0.67%
New
162
Increased
530
Reduced
535
Closed
146
Calls
$1.83B
Puts
$1.82B
Net Calls
+$17M
Net Calls Change
-$1.01B

Top Buyers

1
Edgewood Management
Edgewood Management
Connecticut
+$826M
2
Fidelity Investments
Fidelity Investments
Massachusetts
+$525M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$439M
4
Jennison Associates
Jennison Associates
New York
+$385M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$317M

Top Sellers

1
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$754M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$372M
3
Coatue Management
Coatue Management
New York
-$271M
4
Select Equity Group
Select Equity Group
New York
-$228M
5
TIM
Thornburg Investment Management
New Mexico
-$196M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIM
401
Westside Investment Management
California
$3.86M -$69.1K -720 -2%
AFWM
402
AMJ Financial Wealth Management
Virginia
$3.82M +$147K +1,544 +4%
CGH
403
Crossmark Global Holdings
Texas
$3.82M -$122K -1,281 -3%
ISWM
404
Independent Solutions Wealth Management
New York
$3.81M +$4.77K +50 +0.1%
IWC
405
Integrated Wealth Concepts
Massachusetts
$3.79M +$215K +2,251 +6%
ETC
406
Exchange Traded Concepts
Oklahoma
$3.79M +$885K +9,271 +30%
APG Asset Management
407
APG Asset Management
Netherlands
$3.73M -$2.01M -22,779 -35%
Brown Advisory
408
Brown Advisory
Maryland
$3.73M -$1.74M -18,198 -32%
AAMU
409
APG Asset Management US
New York
$3.72M – – –
SPIA
410
Steward Partners Investment Advisory
New York
$3.72M +$107K +1,104 +3%
LBWM
411
Left Brain Wealth Management
Illinois
$3.69M +$531K +5,566 +17%
Assenagon Asset Management
412
Assenagon Asset Management
Luxembourg
$3.69M +$41.2K +432 +1%
NG
413
Norden Group
Utah
$3.69M -$175K -1,830 -5%
ETCM
414
Evolutionary Tree Capital Management
Virginia
$3.66M -$43.5K -456 -1%
AF
415
Aviso Financial
Ontario, Canada
$3.65M +$772K +8,107 +27%
MBI
416
Montrusco Bolton Investments
Quebec, Canada
$3.64M +$393K +4,127 +12%
PWA
417
Prairie Wealth Advisors
Nebraska
$3.64M -$70.7K -740 -2%
PAS
418
Park Avenue Securities
New York
$3.6M +$236K +2,470 +7%
JF
419
Jump Financial
Illinois
$3.58M -$4.84M -50,703 -57%
IEFM
420
IQ EQ Fund Management
Ireland
$3.57M +$1.26M +13,182 +54%
HIC
421
Hartline Investment Corp
Illinois
$3.55M -$2.32M -24,267 -39%
NL
422
NWAM LLC
Washington
$3.53M +$3.53M +37,023 New
OC
423
Oppenheimer & Co
New York
$3.53M +$947K +9,916 +37%
AAIS
424
ABN AMRO Investment Solutions
$3.41M +$961K +10,072 +39%
TFA
425
Transamerica Financial Advisors
Florida
$3.33M +$3.33M +34,822 New
15 16
17
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