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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 %
CPC
776
Cookson Peirce & Co
Pennsylvania
$852K -$27.4M -237,862 -97%
CA
777
Clearstead Advisors
Ohio
$850K -$183K -1,588 -18%
CE
778
Cornerstone Enterprises
Wisconsin
$849K +$296K +2,569 +54%
LWAM
779
Legacy Wealth Asset Management
Minnesota
$848K -$19K -165 -2%
AF
780
Advisornet Financial
Minnesota
$848K +$176K +1,528 +26%
FT
781
Fiduciary Trust
Massachusetts
$847K +$7.38K +64 +0.9%
EFG
782
Everhart Financial Group
Ohio
$844K -$11.5K -100 -1%
GAM
783
Grandview Asset Management
Pennsylvania
$831K -$47.8K -414 -5%
DILIC
784
Dai-ichi Life Insurance Company
Japan
$831K +$831K +7,200 New
FBB
785
Fulton Breakefield Broenniman
Maryland
$825K +$83.9K +727 +11%
SWP
786
Sagespring Wealth Partners
Tennessee
$824K -$7.5K -65 -0.9%
EW
787
Evoke Wealth
California
$823K +$10.4K +90 +1%
SC
788
Syon Capital
California
$821K -$38.4K -333 -4%
SW
789
SlateStone Wealth
Florida
$817K – – –
RS
790
R Squared
Hong Kong
$815K +$16.6K +144 +2%
V
791
ViaWealth
Kansas
$811K -$11.5K -100 -1%
CB
792
CNB Bank
Pennsylvania
$805K -$40.3K -349 -5%
LWA
793
Lantern Wealth Advisors
New York
$802K +$802K +6,950 New
BBW
794
Blue Barn Wealth
Utah
$801K -$2.65K -23 -0.3%
SFA
795
Souders Financial Advisors
Ohio
$801K -$67.2K -583 -8%
NFG
796
Nadler Financial Group
Illinois
$801K +$231 +2 +0%
TA
797
TFB Advisors
Kansas
$798K +$392K +3,400 +97%
SIA
798
Soltis Investment Advisors
Utah
$797K +$114K +988 +17%
MGIA
799
Moneta Group Investment Advisors
Missouri
$796K +$346K +2,999 +77%
WR
800
WD Rutherford
Oregon
$790K -$35.8K -310 -4%
30 31
32
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