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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
QWM
651
Quadcap Wealth Management
Texas
$1.06M +$9.83K +103 +0.9%
CWS
652
Confluence Wealth Services
Pennsylvania
$1.06M -$8.19K -90 -0.8%
SCM
653
Semanteon Capital Management
Massachusetts
$1.06M -$245K -2,567 -19%
SWM
654
StoneCrest Wealth Management
Arizona
$1.06M +$22.8K +239 +2%
EAM
655
Eventide Asset Management
Massachusetts
$1.06M +$415K +4,338 +65%
ACA
656
Aptus Capital Advisors
Alabama
$1.05M +$192K +2,012 +22%
UCFA
657
United Capital Financial Advisors
Texas
$1.04M -$27.5K -288 -3%
GAA
658
Guardian Asset Advisors
Pennsylvania
$1.04M +$507K +5,315 +95%
GCM
659
Greenland Capital Management
New York
$1.04M +$1.04M +10,902 New
PP
660
PDS Planning
Ohio
$1.04M -$8.12K -85 -0.8%
Pacer Advisors
661
Pacer Advisors
Pennsylvania
$1.04M +$29.8K +312 +3%
LFA
662
Legacy Financial Advisors
Kentucky
$1.04M -$33K -346 -3%
IFWM
663
Institute for Wealth Management
Colorado
$1.03M +$106K +1,109 +11%
VA
664
Valmark Advisers
Ohio
$1.02M +$1.34K +14 +0.1%
BOSSRA
665
B.O.S.S. Retirement Advisors
Utah
$1.02M -$65.6K -687 -6%
MAM
666
MWA Asset Management
Massachusetts
$1.01M -$57K -597 -5%
EWA
667
EP Wealth Advisors
California
$1.01M -$43.2K -452 -4%
CCIA
668
Cherry Creek Investment Advisors
Colorado
$998K -$26.6K -279 -3%
RSWM
669
Robertson Stephens Wealth Management
California
$997K -$38.9K -407 -4%
ARG
670
Advisory Resource Group
Oklahoma
$995K +$48.9K +512 +5%
RWB
671
RMR Wealth Builders
New Jersey
$994K -$41.6K -436 -4%
WMP
672
Wealth Management Partners
Arizona
$994K -$29.5K -305 -3%
GWM
673
Geneos Wealth Management
Colorado
$992K +$604K +6,321 +155%
GPWM
674
Grant Private Wealth Management
California
$980K -$22K -230 -2%
AWM
675
Avior Wealth Management
Nebraska
$980K -$289K -3,025 -23%