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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
OWP
901
Obermeyer Wealth Partners
Colorado
$464K -$42.4K -444 -8%
HCM
902
Howland Capital Management
Massachusetts
$463K -$9.55K -100 -2%
SAG
903
SageView Advisory Group
California
$462K +$159K +1,662 +52%
SWM
904
SeaCrest Wealth Management
New York
$460K +$46.6K +488 +11%
OWA
905
Octavia Wealth Advisors
Ohio
$459K -$46.2K -484 -9%
RFN
906
Redwood Financial Network
Ohio
$458K
RCG
907
Regatta Capital Group
California
$458K -$95 -1 -0%
CE
908
Cornerstone Enterprises
Wisconsin
$457K +$36.2K +379 +9%
OIA
909
Optimum Investment Advisors
Illinois
$456K +$22.2K +233 +5%
RIA
910
Realta Investment Advisors
Delaware
$455K -$11.5K -120 -2%
NGA
911
Naples Global Advisors
Florida
$455K +$5.16K +54 +1%
EAM
912
Evanson Asset Management
California
$455K
JCM
913
Jacobi Capital Management
Pennsylvania
$453K -$22K -230 -5%
Capstone Investment Advisors
914
Capstone Investment Advisors
New York
$452K +$187K +1,956 +70%
HIMC
915
Heritage Investors Management Corp
Maryland
$451K -$4.77K -50 -1%
MW
916
Marcum Wealth
Ohio
$450K -$659K -6,890 -59%
KCM
917
KRS Capital Management
Michigan
$450K
SSB
918
Sandy Spring Bank
Maryland
$448K -$142K -1,489 -24%
WI
919
Westbourne Investments
Virginia
$448K +$448K +4,692 New
GDP
920
Great Diamond Partners
Maine
$448K -$62.6K -656 -12%
CIA
921
Capital Investment Advisors
Georgia
$447K +$64.5K +676 +17%
NPA
922
Nichols & Pratt Advisers
Massachusetts
$446K -$175K -1,832 -28%
FA
923
Fountainhead AM
New Jersey
$443K +$63.6K +666 +17%
GWANC
924
Guardian Wealth Advisors (North Carolina)
North Carolina
$442K -$25.4K -266 -5%
BCA
925
Bay Colony Advisors
Massachusetts
$441K