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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 %
SPC
501
Sigma Planning Corp
Michigan
$2.15M +$579K +6,061 +37%
VCA
502
Verdence Capital Advisors
Maryland
$2.13M -$770K -8,063 -27%
SWM
503
Segment Wealth Management
Texas
$2.13M +$1.91M +20,052 +899%
RFM
504
Royal Fund Management
Florida
$2.13M +$2.13M +22,276 New
CI
505
Cigna Investments
Connecticut
$2.12M -$26.7K -281 -1%
SC
506
Savoie Capital
Illinois
$2.05M – – –
CG
507
Caprock Group
Idaho
$2.04M +$391K +4,096 +24%
RA
508
RFG Advisory
Alabama
$2.04M +$1.21M +12,624 +145%
SIA
509
Schechter Investment Advisors
Michigan
$2.03M +$44.9K +470 +2%
BCM
510
Bayesian Capital Management
New York
$2.02M +$1.01M +10,600 +100%
CCA
511
Catalyst Capital Advisors
New York
$2M +$2M +20,925 New
BA
512
Bristlecone Advisors
Washington
$2M -$334K -3,499 -14%
KIA
513
Knollwood Investment Advisory
Maryland
$1.98M – – –
OWP
514
ORG Wealth Partners
Texas
$1.97M +$1.34M +13,747 +214%
GLA
515
Good Life Advisors
Pennsylvania
$1.97M +$16.5K +173 +0.8%
KeyBank National Association
516
KeyBank National Association
Ohio
$1.95M -$247K -2,585 -11%
AP
517
Americana Partners
Texas
$1.94M +$471K +4,937 +32%
BPA
518
Beacon Pointe Advisors
California
$1.93M +$523K +5,481 +37%
MFG
519
Merit Financial Group
Georgia
$1.91M +$122K +1,273 +7%
WAM
520
Weinberger Asset Management
California
$1.91M – – –
ECM
521
Eisler Capital Management
United Kingdom
$1.89M +$1.89M +19,843 New
SCM
522
Sandler Capital Management
New York
$1.89M -$12M -125,928 -86%
VA
523
VestGen Advisors
Illinois
$1.89M +$1.89M +19,789 New
VFA
524
Valeo Financial Advisors
Indiana
$1.88M -$34.4K -360 -2%
IIA
525
IPG Investment Advisors
California
$1.87M +$1.5M +15,699 +406%
19 20
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