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Shopify
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Overview Fund Activity

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

Top Buyers

1
Jennison Associates
Jennison Associates
New York
+$720M
2
Invesco
Invesco
Georgia
+$684M
3
Capital World Investors
Capital World Investors
California
+$678M
4
Capital International Investors
Capital International Investors
California
+$546M
5
Goldman Sachs
Goldman Sachs
New York
+$283M

Top Sellers

1
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$2.09B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.55B
3
Sands Capital Management
Sands Capital Management
Virginia
-$537M
4
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$489M
5
Fidelity Investments
Fidelity Investments
Massachusetts
-$465M
Name Holding Trade Value Shares
Change 		Shares
Change %
SVWAG
726
Sound View Wealth Advisors Group
Georgia
$986K -$42.4K -368 -4%
WI
727
WrapManager Inc
California
$984K -$83.4K -723 -8%
SB
728
SIG Brokerage
New York
$982K +$982K +8,509 New
PWM
729
Perigon Wealth Management
California
$981K +$193K +1,673 +24%
WC
730
Woodstock Corp
Massachusetts
$978K -$382K -3,315 -28%
SW
731
Solidarity Wealth
Utah
$972K +$150K +1,300 +18%
RCA
732
Roberts Capital Advisors
Colorado
$972K – – –
GCM
733
Gables Capital Management
Florida
$969K -$121K -1,050 -11%
BRWA
734
B. Riley Wealth Advisors
Florida
$967K +$967K +8,382 New
CIM
735
Confluence Investment Management
Missouri
$965K +$27.7K +240 +3%
ABLA
736
Alan B. Lancz & Associates
Ohio
$963K – – –
RSA
737
River Street Advisors
Illinois
$963K +$15.2K +132 +2%
JWM
738
Jacksonville Wealth Management
Florida
$963K -$14.9K -129 -2%
HWM
739
HB Wealth Management
Georgia
$962K -$777K -6,736 -45%
ZIG
740
Zullo Investment Group
Pennsylvania
$956K -$97.4K -844 -9%
BLC
741
Brown, Lisle/Cummings
Rhode Island
$950K – – –
WSCM
742
Wellington Shields Capital Management
New York
$946K -$144K -1,250 -13%
SCP
743
Sivia Capital Partners
California
$945K +$58.4K +506 +7%
TFM
744
TFC Financial Management
Massachusetts
$944K – – –
GBWM
745
Granite Bay Wealth Management
New Hampshire
$937K -$395K -3,426 -30%
EC
746
Eleva Capital
France
$936K +$936K +8,111 New
MYIA
747
Mount Yale Investment Advisors
Colorado
$933K +$594K +5,150 +175%
WFI
748
West Family Investments
California
$932K +$682K +5,910 +272%
MFA
749
Mayflower Financial Advisors
Massachusetts
$931K +$33.9K +294 +4%
KLCM
750
KG&L Capital Management
Louisiana
$931K +$314K +2,720 +51%
28 29
30
31 32