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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 %
BP
801
BBR Partners
New York
$627K +$53.8K +563 +9%
FPAS
802
Focus Partners Advisor Solutions
Missouri
$627K +$136K +1,424 +28%
LWM
803
Lakeridge Wealth Management
Ohio
$626K – – –
GPA
804
Garrison Point Advisors
California
$625K – – –
RWM
805
Rialto Wealth Management
New York
$624K -$2.67K -28 -0.4%
LC
806
Lindbrook Capital
California
$624K -$88.8K -930 -12%
FWM
807
Focused Wealth Management
New York
$614K +$2.86K +30 +0.5%
FBB
808
Fulton Breakefield Broenniman
Maryland
$613K +$613K +6,422 New
FHA
809
First Horizon Advisors
Tennessee
$611K -$4.68K -49 -0.8%
AIM
810
Aigen Investment Management
New York
$609K +$292K +2,593 +92%
XWM
811
Xcel Wealth Management
Florida
$608K -$127K -1,332 -17%
LCM
812
Lazari Capital Management
California
$608K +$4.68K +49 +0.8%
AI
813
Accredited Investors
Minnesota
$607K -$6.3K -66 -1%
KHCM
814
Kirtland Hills Capital Management
Ohio
$605K +$256K +3,065 +74%
FWP
815
FAS Wealth Partners
Kansas
$603K -$22.9K -240 -4%
GC
816
Gilbert & Cook
Iowa
$603K -$3.44K -36 -0.6%
WR
817
WD Rutherford
Oregon
$600K +$600K +7,155 New
EWM
818
Empirical Wealth Management
Washington
$599K -$4.3K -45 -0.7%
SWA
819
Sax Wealth Advisors
New Jersey
$599K +$210K +2,195 +54%
AFA
820
AA Financial Advisors
Ohio
$599K +$12.5K +131 +2%
CA
821
Claro Advisors
Massachusetts
$598K +$91.4K +957 +18%
CMTU
822
Capital Markets Trading (UK)
United Kingdom
$597K -$1.79M -18,526 -75%
LSPW
823
Lake Street Private Wealth
Illinois
$594K -$34.3K -355 -5%
BHPW
824
Beverly Hills Private Wealth
California
$592K +$955 +10 +0.2%
TGAM
825
TBH Global Asset Management
Tennessee
$592K – – –
31 32
33
34 35