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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 %
MA
526
MSA Advisors
California
$1.86M – – –
AWA
527
Arete Wealth Advisors
Illinois
$1.85M -$150K -1,574 -8%
AF
528
Atala Financial
California
$1.85M -$3.35K -35 -0.2%
AWA
529
Alta Wealth Advisors
Massachusetts
$1.85M -$37.7K -395 -2%
Wealthfront Advisers
530
Wealthfront Advisers
California
$1.82M +$223K +2,339 +14%
DWA
531
Douglass Winthrop Advisors
New York
$1.8M -$19.1K -200 -1%
BJL
532
Brighton Jones LLC
Washington
$1.79M -$228K -2,389 -11%
SWP
533
Stratos Wealth Partners
Ohio
$1.76M -$511K -5,356 -22%
UPS
534
UHLMANN PRICE SECURITIES
Illinois
$1.76M -$1.34K -14 -0.1%
PFS
535
Prospera Financial Services
Texas
$1.76M +$48.2K +505 +3%
CS
536
Candriam SCA
Luxembourg
$1.75M -$24.7K -260 -1%
WSC
537
Wellington Shields & Co
New York
$1.75M -$254K -2,660 -13%
FP
538
Financial Perspectives
Minnesota
$1.74M – – –
RCM
539
Riverpark Capital Management
New York
$1.74M +$117K +1,224 +7%
GWMIA
540
Global Wealth Management Investment Advisory
Florida
$1.74M +$96.3K +1,009 +6%
WGC
541
Watts Gwilliam & Co
Arizona
$1.73M +$448K +4,689 +35%
CPL
542
CAP Partners LLC
Tennessee
$1.72M +$34.6K +362 +2%
Bank Julius Baer & Co
543
Bank Julius Baer & Co
Switzerland
$1.72M -$139K -1,285 -7%
HCMT
544
Highland Capital Management (Tennessee)
Tennessee
$1.72M -$100K -1,050 -6%
PFG
545
Putney Financial Group
California
$1.71M -$60.9K -638 -3%
MA
546
Montag & Associates
Georgia
$1.71M – – –
PCM
547
Prelude Capital Management
New York
$1.69M +$1.39M +14,564 +468%
PCS
548
Personal CFO Solutions
New Jersey
$1.69M -$161K -1,687 -9%
PCIA
549
Prime Capital Investment Advisors
Kansas
$1.68M +$146K +1,526 +10%
CUAMC
550
China Universal Asset Management Company
China
$1.67M -$764K -8,000 -31%
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