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Shopify

1,535 hedge funds and large institutions have $97.3B invested in Shopify in 2025 Q2 according to their latest regulatory filings, with 222 funds opening new positions, 577 increasing their positions, 500 reducing their positions, and 125 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,535
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
48
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$3.09B
Puts
$2.35B
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
GL
876
Graypoint LLC
New York
$621K
WT
877
Whittier Trust
California
$620K
Lazard Asset Management
878
Lazard Asset Management
New York
$617K
BHPW
879
Beverly Hills Private Wealth
California
$617K
WAG
880
Winthrop Advisory Group
Massachusetts
$617K
RW
881
Rede Wealth
Virginia
$613K
EB
882
Eastern Bank
Massachusetts
$611K
UB
883
UMB Bank
Missouri
$610K
OWMIAS
884
One Wealth Management Investment & Advisory Services
Florida
$596K
SAG
885
SageView Advisory Group
California
$596K
Fiera Capital (Canada)
886
Fiera Capital (Canada)
Quebec, Canada
$594K
CPBTD
887
Central Pacific Bank - Trust Division
Hawaii
$592K
XWM
888
Xcel Wealth Management
Florida
$592K
WP
889
Westmount Partners
California
$589K
NFG
890
Nations Financial Group
Iowa
$589K
LAS
891
Legacy Advisory Services
Pennsylvania
$584K
CA
892
Claro Advisors
Massachusetts
$580K
BCM
893
Berbice Capital Management
New York
$578K
FUBT
894
First United Bank & Trust
Maryland
$577K
TPCW
895
TD Private Client Wealth
New York
$577K
OS
896
Objectivity Squared
South Carolina
$576K
WAP
897
Wealthcare Advisory Partners
Pennsylvania
$576K
SMA
898
Seven Mile Advisory
New Jersey
$573K
HI
899
Harrington Investments
California
$571K
GWANC
900
Guardian Wealth Advisors (North Carolina)
North Carolina
$571K