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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, 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 %
PTC
726
Private Trust Company
Ohio
$821K -$7.26K -76 -0.9%
BAM
727
Blueshift Asset Management
New Jersey
$818K -$77.4K -811 -9%
IAM
728
Impact Asset Management
$816K – – –
DWM
729
Dakota Wealth Management
Florida
$813K -$20.8K -218 -2%
JWM
730
Jacksonville Wealth Management
Florida
$809K -$11.9K -125 -1%
RCA
731
Roberts Capital Advisors
Colorado
$804K – – –
ABLA
732
Alan B. Lancz & Associates
Ohio
$797K +$286K +3,000 +56%
AC
733
Avestar Capital
New York
$793K -$38.2K -400 -5%
CWA
734
Canvas Wealth Advisors
Kansas
$792K -$10.9K -127 -1%
BLC
735
Brown, Lisle/Cummings
Rhode Island
$787K +$1.91K +20 +0.2%
RSA
736
River Street Advisors
Illinois
$785K -$955 -10 -0.1%
PI
737
PineBridge Investments
New York
$784K +$244K +1,779 +45%
TFM
738
TFC Financial Management
Massachusetts
$781K – – –
CIM
739
Confluence Investment Management
Missouri
$776K +$2.1K +22 +0.3%
TCA
740
Transcend Capital Advisors
New Jersey
$765K +$507K +5,307 +196%
TSMHT
741
Thurston Springer Miller Herd & Titak
Indiana
$762K +$680K +7,128 +827%
PWP
742
Private Wealth Partners
California
$760K -$1.15M -12,035 -60%
WA
743
Wealth Alliance
New York
$759K -$92.3K -967 -11%
MMEA
744
Main Management ETF Advisors
California
$757K +$757K +7,931 New
PIA
745
Prakash Investment Advisors
Massachusetts
$755K -$191K -2,000 -20%
MCM
746
Manchester Capital Management
Vermont
$752K – – –
PWM
747
Parkworth Wealth Management
California
$752K +$92K +1,000 +14%
MC
748
MIG Capital
California
$748K +$450K +4,708 +150%
MFA
749
Mayflower Financial Advisors
Massachusetts
$743K -$54.4K -570 -7%
N
750
Natixis
France
$739K +$739K +7,895 New
28 29
30
31 32