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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 %
GL
876
Graypoint LLC
New York
$621K – – –
WT
877
Whittier Trust
California
$620K +$12.2K +106 +2%
Lazard Asset Management
878
Lazard Asset Management
New York
$617K +$263K +2,281 +74%
BHPW
879
Beverly Hills Private Wealth
California
$617K -$98.7K -856 -14%
WAG
880
Winthrop Advisory Group
Massachusetts
$617K +$2.88K +25 +0.5%
RW
881
Rede Wealth
Virginia
$613K – – –
EB
882
Eastern Bank
Massachusetts
$611K -$7.38K -64 -1%
UB
883
UMB Bank
Missouri
$610K +$100K +869 +20%
OWMIAS
884
One Wealth Management Investment & Advisory Services
Florida
$596K +$115 +1 +0%
SAG
885
SageView Advisory Group
California
$596K -$17.5K -138 -3%
Fiera Capital (Canada)
886
Fiera Capital (Canada)
Quebec, Canada
$594K -$74.6K -647 -11%
CPBTD
887
Central Pacific Bank - Trust Division
Hawaii
$592K +$1.38K +12 +0.2%
XWM
888
Xcel Wealth Management
Florida
$592K -$142K -1,233 -19%
WP
889
Westmount Partners
California
$589K +$4.04K +35 +0.7%
NFG
890
Nations Financial Group
Iowa
$589K -$15.7K -136 -3%
LAS
891
Legacy Advisory Services
Pennsylvania
$584K -$46.1K -400 -7%
CA
892
Claro Advisors
Massachusetts
$580K -$143K -1,237 -20%
BCM
893
Berbice Capital Management
New York
$578K – – –
FUBT
894
First United Bank & Trust
Maryland
$577K -$1.15K -10 -0.2%
TPCW
895
TD Private Client Wealth
New York
$577K -$1.43M -12,392 -71%
OS
896
Objectivity Squared
South Carolina
$576K – – –
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$576K +$142K +1,233 +33%
SMA
898
Seven Mile Advisory
New Jersey
$573K -$231 -2 -0%
HI
899
Harrington Investments
California
$571K – – –
GWANC
900
Guardian Wealth Advisors (North Carolina)
North Carolina
$571K +$36.2K +314 +7%
34 35
36
37 38