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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 %
FCAS
901
First Command Advisory Services
Texas
$570K – – –
FW
902
FullCircle Wealth
Texas
$568K +$37.1K +296 +7%
AFA
903
AA Financial Advisors
Ohio
$563K -$160K -1,386 -22%
LA
904
LVW Advisors
New York
$561K +$242K +2,098 +76%
CCA
905
Checchi Capital Advisers
California
$560K -$31.8K -276 -5%
KCM
906
KRS Capital Management
Michigan
$558K +$13.8K +120 +3%
CIA
907
Capital Investment Advisors
Georgia
$557K +$17.4K +151 +3%
QC
908
Quantessence Capital
New York
$556K +$556K +4,823 New
HCM
909
Howland Capital Management
Massachusetts
$554K -$5.77K -50 -1%
RFN
910
Redwood Financial Network
Ohio
$553K – – –
CFD
911
Creative Financial Designs
Indiana
$553K -$21.3K -185 -4%
OIA
912
Optimum Investment Advisors
Illinois
$551K – – –
MAM
913
Milestone Asset Management
Pennsylvania
$550K +$550K +4,766 New
GWM
914
GK Wealth Management
Nevada
$549K -$13.2K -114 -2%
NGA
915
Naples Global Advisors
Florida
$548K -$1.85K -16 -0.3%
ET
916
Entropy Technologies
New York
$545K +$545K +4,721 New
OWA
917
Octavia Wealth Advisors
Ohio
$543K -$12K -104 -2%
CNBOF
918
City National Bank of Florida
Florida
$542K +$161K +1,396 +42%
TCWM
919
Total Clarity Wealth Management
Illinois
$540K -$43.5K -377 -7%
NPA
920
Nichols & Pratt Advisers
Massachusetts
$538K – – –
HIMC
921
Heritage Investors Management Corp
Maryland
$536K -$8.64K -75 -2%
GFG
922
Greystone Financial Group
Michigan
$536K +$5.08K +44 +1%
ITFISA
923
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$534K -$89.4K -775 -14%
FA
924
Fountainhead AM
New Jersey
$531K -$3.81K -33 -0.7%
RIA
925
Realta Investment Advisors
Delaware
$529K -$21.1K -183 -4%
35 36
37
38 39