SHOP icon

Shopify
SHOP

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, 531 increasing their positions, 534 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
531
Reduced
534
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 %
WA
701
Waverly Advisors
Alabama
$898K +$59.7K +625 +7%
PGFC
702
Peapack-Gladstone Financial Corp
New Jersey
$895K -$8.88K -93 -1%
BA
703
Bridgewater Advisors
New York
$889K +$889K +8,989 New
CCWM
704
Correct Capital Wealth Management
Missouri
$886K +$228K +2,383 +35%
KA
705
Kercheville Advisors
Texas
$884K +$38.2K +400 +5%
WI
706
WrapManager Inc
California
$884K -$188K -1,972 -18%
TCBWMS
707
Texas Capital Bank Wealth Management Services
Texas
$883K +$883K +9,247 New
BP
708
BNP Paribas
France
$881K +$12.1K +126 +1%
BIM
709
Baldwin Investment Management
Pennsylvania
$879K +$95.5K +1,000 +12%
QIM
710
Quest Investment Management
Oregon
$878K -$156K -1,637 -15%
CAI
711
Capital Advisors Inc
Oklahoma
$877K +$24K +251 +3%
ZIG
712
Zullo Investment Group
Pennsylvania
$872K -$16.2K -170 -2%
CMI
713
Clare Market Investments
Texas
$868K +$105K +1,095 +14%
CI
714
Corient IA
Florida
$859K +$859K +9,000 New
CA
715
Clearstead Advisors
Ohio
$855K -$588K -6,158 -41%
LIA
716
LBMC Investment Advisors
Tennessee
$855K – – –
FP
717
Fiduciary Planning
Florida
$853K +$287K +3,010 +51%
ZF
718
Zhang Financial
Michigan
$853K +$160K +1,678 +23%
SVWAG
719
Sound View Wealth Advisors Group
Georgia
$851K – – –
AIM
720
Arcadia Investment Management
Michigan
$851K – – –
WJWM
721
Williams Jones Wealth Management
New York
$842K – – –
TFA
722
Toth Financial Advisory
Virginia
$838K +$250K +2,623 +43%
CPA
723
Cardiff Park Advisors
California
$833K -$105K -1,100 -11%
BA
724
Bridgewater Associates
Connecticut
$829K +$829K +8,719 New
FIA
725
Foundations Investment Advisors
Arizona
$822K +$52.6K +551 +7%
27 28
29
30 31