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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 %
SW
776
SlateStone Wealth
Florida
$676K – – –
IA
777
Inspire Advisors
Idaho
$674K +$674K +7,055 New
EW
778
Evoke Wealth
California
$672K +$41.2K +432 +7%
SNT
779
SIG North Trading
Pennsylvania
$672K -$9.92M -103,914 -94%
SAM
780
Strive Asset Management
Ohio
$670K -$146K -1,529 -18%
BBW
781
Blue Barn Wealth
Utah
$666K -$41.5K -435 -6%
KWA
782
Kingswood Wealth Advisors
California
$665K -$52.7K -550 -7%
CWM
783
Centurion Wealth Management
Virginia
$663K – – –
NFG
784
Nadler Financial Group
Illinois
$662K -$30.9K -324 -4%
RS
785
R Squared
Hong Kong
$661K +$546K +5,722 +477%
BBHC
786
Brown Brothers Harriman & Co
New York
$660K +$6.68K +70 +1%
NP
787
NorthRock Partners
Minnesota
$658K +$85.4K +894 +15%
BRWM
788
Blue Rock Wealth Management
North Carolina
$655K +$62.8K +658 +11%
CAAS
789
Capital Asset Advisory Services
Michigan
$654K +$194K +1,932 +42%
PWM
790
Perigon Wealth Management
California
$652K -$91.3K -956 -12%
PI
791
PFG Investments
New York
$650K -$67K -702 -9%
FFM
792
Forum Financial Management
Illinois
$648K -$32.2K -337 -5%
GAM
793
Gotham Asset Management
New York
$647K +$304K +3,189 +89%
DWT
794
Dorsey & Whitney Trust
South Dakota
$644K +$330K +3,461 +105%
SWM
795
Salvus Wealth Management
New Jersey
$644K +$15.6K +163 +2%
NWA
796
New World Advisors
Massachusetts
$637K +$91.3K +956 +17%
GC
797
Guggenheim Capital
Illinois
$636K +$8.12K +85 +1%
WEG
798
World Equity Group
Illinois
$635K -$230K -2,409 -27%
MA
799
MONECO Advisors
Connecticut
$632K -$5.63K -59 -0.9%
TCM
800
Traynor Capital Management
Pennsylvania
$629K -$57.2K -599 -8%
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