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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 %
AWM
576
Axxcess Wealth Management
California
$1.47M +$217K +2,268 +17%
SA
577
Strategic Advisors
New York
$1.47M -$229K -2,394 -13%
DAS
578
Diversify Advisory Services
Utah
$1.46M +$156K +1,580 +12%
OIM
579
Oder Investment Management
California
$1.46M +$134K +1,399 +10%
VWM
580
Venturi Wealth Management
Texas
$1.46M -$152K -1,588 -9%
HWM
581
HB Wealth Management
Georgia
$1.44M +$310K +3,249 +27%
CWP
582
Capital Wealth Planning
Florida
$1.44M +$1.44M +15,041 New
WDC
583
Woodward Diversified Capital
California
$1.44M – – –
DM
584
Diker Management
New York
$1.43M -$477K -5,000 -25%
WAG
585
Wallace Advisory Group
California
$1.42M -$1.7K -16 -0.1%
BC
586
Bridgefront Capital
Texas
$1.41M +$458K +4,794 +48%
SC
587
Savant Capital
Illinois
$1.41M +$40.8K +427 +3%
CAM
588
Claret Asset Management
Quebec, Canada
$1.41M -$1.65M -15,524 Closed
BIP
589
Bouvel Investment Partners
Pennsylvania
$1.39M -$14.1K -176 -1%
AQR Capital Management
590
AQR Capital Management
Connecticut
$1.39M +$720K +7,544 +107%
AWS
591
Arkfeld Wealth Strategies
Nebraska
$1.39M +$289K +3,157 +26%
TSW
592
Three Seasons Wealth
Utah
$1.38M -$167K -1,746 -11%
CP
593
Cumberland Partners
Ontario, Canada
$1.38M +$1.38M +14,495 New
BTWM
594
Baker Tilly Wealth Management
Wisconsin
$1.38M – – –
Empower Advisory Group
595
Empower Advisory Group
Colorado
$1.36M -$14.5K -152 -1%
GKWIM
596
Gerber Kawasaki Wealth & Investment Management
California
$1.36M -$35.9K -376 -3%
MIC
597
Means Investment Company
Maine
$1.36M +$2.67K +28 +0.2%
FFA
598
Farther Finance Advisors
California
$1.35M +$95.4K +977 +8%
IAIM
599
International Assets Investment Management
Florida
$1.34M -$29.1K -305 -2%
YCM
600
Yousif Capital Management
Michigan
$1.33M -$468K -4,900 -26%
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