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Shopify

1,528 hedge funds and large institutions have $97.3B invested in Shopify in 2025 Q2 according to their latest regulatory filings, with 219 funds opening new positions, 579 increasing their positions, 497 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,528
Holders Change
+69
Holders Change %
+4.73%
% of All Funds
20.48%
Holding in Top 10
48
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-2.04%
% of All Funds
0.64%
New
219
Increased
579
Reduced
497
Closed
124
Calls
$3.09B
Puts
$2.35B
Net Calls
+$737M
Net Calls Change
+$720M
Name Holding Trade Value Shares
Change
Shares
Change %
William Blair Investment Management
651
William Blair Investment Management
Illinois
$1.31M -$91.2M -791,064 -99%
QWM
652
Quadcap Wealth Management
Texas
$1.3M +$12.3K +107 +1%
ACA
653
Aptus Capital Advisors
Alabama
$1.29M +$22.7K +197 +2%
RC
654
Roundview Capital
New Jersey
$1.29M -$56.9K -493 -4%
MSFS
655
Main Street Financial Solutions
Pennsylvania
$1.28M +$171K +1,479 +15%
GAA
656
Guardian Asset Advisors
Pennsylvania
$1.28M +$18.5K +160 +1%
SWM
657
StoneCrest Wealth Management
Arizona
$1.28M +$1.38K +12 +0.1%
WAG
658
Wallace Advisory Group
California
$1.28M +$3.53K +37 +0.3%
ARG
659
Advisory Resource Group
Oklahoma
$1.26M +$57.9K +502 +5%
DWM
660
Dakota Wealth Management
Florida
$1.25M +$267K +2,316 +27%
LFA
661
Legacy Financial Advisors
Kentucky
$1.24M -$7.38K -64 -0.6%
RWB
662
RMR Wealth Builders
New Jersey
$1.23M +$30.6K +265 +3%
AFM
663
Abbot Financial Management
Massachusetts
$1.23M +$114K +990 +10%
Squarepoint
664
Squarepoint
New York
$1.22M -$16.1M -139,296 -93%
GWMR
665
GC Wealth Management RIA
Massachusetts
$1.22M +$1.22M +10,544 New
CCIA
666
Cherry Creek Investment Advisors
Colorado
$1.21M -$577 -5 -0%
RSWM
667
Robertson Stephens Wealth Management
California
$1.2M +$231 +2 +0%
CF
668
Copperwynd Financial
Arizona
$1.2M -$384K -3,330 -24%
WMP
669
Wealth Management Partners
Arizona
$1.2M +$2.1K +18 +0.2%
VA
670
Valmark Advisers
Ohio
$1.19M -$46.6K -404 -4%
MWA
671
Moser Wealth Advisors
Washington
$1.19M +$11.5K +100 +1%
XSC
672
X-Square Capital
Puerto Rico
$1.18M +$19.6K +170 +2%
YP
673
YANKCOM Partnership
South Dakota
$1.18M
MFS
674
Mirabella Financial Services
United Kingdom
$1.18M -$5.55M -48,029 -83%
DG
675
DMC Group
Alabama
$1.18M -$198K -1,714 -14%