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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, 530 increasing their positions, 535 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
530
Reduced
535
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 %
RW
876
Rede Wealth
Virginia
$507K – – –
WT
877
Whittier Trust
California
$503K +$477 +5 +0.1%
KA
878
Kovack Advisors
Florida
$503K -$505K -5,290 -50%
Kovitz Investment Group Partners
879
Kovitz Investment Group Partners
Illinois
$502K +$158K +1,658 +46%
SIC
880
Schwartz Investment Counsel
Michigan
$501K -$167K -1,750 -25%
CIAS
881
Capital Investment Advisory Services
North Carolina
$501K +$59.4K +622 +13%
CCM
882
Coldstream Capital Management
Washington
$500K +$29.7K +311 +6%
NFG
883
Nations Financial Group
Iowa
$500K +$27.1K +284 +6%
OWMIAS
884
One Wealth Management Investment & Advisory Services
Florida
$494K -$6.21K -65 -1%
CCA
885
Checchi Capital Advisers
California
$490K +$13.9K +146 +3%
CPBTD
886
Central Pacific Bank - Trust Division
Hawaii
$489K +$461K +4,826 +1,636%
WP
887
Westmount Partners
California
$484K – – –
MWM
888
Mission Wealth Management
California
$483K -$31.6K -331 -6%
CNWM
889
Clay Northam Wealth Management
California
$483K +$1.91K +20 +0.4%
JWM
890
JGP Wealth Management
Oregon
$481K +$2.58K +27 +0.5%
FUBT
891
First United Bank & Trust
Maryland
$479K +$40.6K +425 +9%
BCM
892
Berbice Capital Management
New York
$479K – – –
VCM
893
Virtue Capital Management
Tennessee
$478K +$478K +5,008 New
CFD
894
Creative Financial Designs
Indiana
$475K -$49.7K -520 -9%
SMA
895
Seven Mile Advisory
New Jersey
$475K -$9.07K -95 -2%
PW
896
PUREfi Wealth
Massachusetts
$473K -$68.6K -718 -13%
HI
897
Harrington Investments
California
$473K +$13.8K +145 +3%
FCAS
898
First Command Advisory Services
Texas
$471K +$1.72K +18 +0.4%
DI
899
Diligent Investors
California
$469K -$82.7K -866 -15%
GWM
900
GK Wealth Management
Nevada
$466K -$101K -1,063 -18%
34 35
36
37 38