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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 %
DCM
801
Dimension Capital Management
Florida
$776K +$776K +6,725 New
SWM
802
Salvus Wealth Management
New Jersey
$775K -$3.11K -27 -0.4%
MA
803
MONECO Advisors
Connecticut
$771K +$6.81K +59 +0.9%
LWM
804
Lakeridge Wealth Management
Ohio
$768K +$11.2K +97 +1%
ATC
805
Argent Trust Co
Tennessee
$767K +$112K +970 +17%
CPC
806
Congress Park Capital
New York
$758K +$89.4K +775 +13%
KWA
807
Kingswood Wealth Advisors
California
$758K -$42.2K -366 -5%
CCWM
808
Correct Capital Wealth Management
Missouri
$756K -$314K -2,719 -29%
DWT
809
Dorsey & Whitney Trust
South Dakota
$756K -$23.1K -200 -3%
PIA
810
Prakash Investment Advisors
Massachusetts
$755K – – –
RWM
811
Rialto Wealth Management
New York
$754K – – –
HCA
812
Harbour Capital Advisors
Virginia
$749K -$1.72K -15 -0.2%
LCM
813
Lazari Capital Management
California
$748K +$14.2K +123 +2%
CCFM
814
Clear Creek Financial Management
Washington
$746K +$46.9K +407 +7%
SB
815
Strategic Blueprint
Georgia
$742K +$102K +885 +16%
FWM
816
Focused Wealth Management
New York
$741K – – –
TGAM
817
TBH Global Asset Management
Tennessee
$734K +$18.6K +161 +3%
BOJHT
818
Bank of Jackson Hole Trust
Wyoming
$734K – – –
AI
819
Accredited Investors
Minnesota
$733K – – –
SWA
820
Sax Wealth Advisors
New Jersey
$732K +$9K +78 +1%
CWM
821
Centurion Wealth Management
Virginia
$731K +$11.9K +103 +2%
OCM
822
Octahedron Capital Management
California
$727K +$727K +6,300 New
STA
823
Summit Trail Advisors
New York
$726K +$351K +3,043 +94%
CNWM
824
Clay Northam Wealth Management
California
$724K +$141K +1,220 +24%
AG
825
Ascent Group
Virginia
$724K +$104K +899 +17%
31 32
33
34 35