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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, 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
Name Holding Trade Value Shares
Change
Shares
Change %
HGWM
751
Horst & Graben Wealth Management
Oregon
$739K +$78.1K +818 +12%
WCAMG
752
Woodard & Company Asset Management Group
North Carolina
$736K -$30.7K -322 -4%
SCP
753
Sivia Capital Partners
California
$734K +$26.8K +281 +4%
CCA
754
Cravens & Co Advisors
Tennessee
$732K -$42.2K -442 -5%
SM
755
Sciencast Management
New Jersey
$731K +$731K +7,654 New
EFS
756
Econ Financial Services
Pennsylvania
$731K +$731K +7,652 New
PWMAG
757
Pinnacle Wealth Management Advisory Group
New Jersey
$730K +$730K +7,649 New
GAM
758
Grandview Asset Management
Pennsylvania
$727K -$382 -4 -0.1%
SFA
759
Souders Financial Advisors
Ohio
$719K -$229K -2,403 -24%
LWAM
760
Legacy Wealth Asset Management
Minnesota
$718K -$24.5K -257 -3%
WANY
761
Wealthspire Advisors (New York)
New York
$713K -$689K -7,214 -49%
BOJHT
762
Bank of Jackson Hole Trust
Wyoming
$712K -$11.2K -100 -2%
CGL
763
Clarius Group LLC
Washington
$711K +$278K +2,909 +64%
EPA
764
Element Pointe Advisors
Florida
$711K -$11.9K -125 -2%
SC
765
Syon Capital
California
$711K +$68.9K +722 +11%
EFG
766
Everhart Financial Group
Ohio
$709K
TSWM
767
Tyler-Stone Wealth Management
Ohio
$707K -$53.4K -560 -7%
DA
768
Doliver Advisors
Texas
$703K +$226K +2,369 +47%
CB
769
CNB Bank
Pennsylvania
$700K +$21.9K +229 +3%
FT
770
Fiduciary Trust
Massachusetts
$695K +$39.8K +417 +6%
PA
771
PFG Advisors
Arizona
$693K +$311K +3,259 +81%
SWP
772
Sagespring Wealth Partners
Tennessee
$688K +$197K +2,066 +40%
FIM
773
Freedom Investment Management
Connecticut
$681K +$50.6K +530 +8%
V
774
ViaWealth
Kansas
$681K -$92.2K -966 -12%
SW
775
Solidarity Wealth
Utah
$680K -$8.4K -88 -1%