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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 %
GFG
926
Greystone Financial Group
Michigan
$439K +$3.25K +34 +0.7%
MC
927
Moors & Cabot
Massachusetts
$438K -$129K -1,355 -23%
IIA
928
Integrity Investment Advisors
Colorado
$437K +$437K +4,580 New
EL
929
Essex LLC
Illinois
$437K -$668 -7 -0.2%
AWM
930
Aprio Wealth Management
Georgia
$435K +$100K +1,051 +30%
ICP
931
Impact Capital Partners
Colorado
$434K -$6.97K -73 -2%
CWMK
932
Caliber Wealth Management (Kansas)
Kansas
$434K +$434K +4,485 New
QCM
933
QRG Capital Management
Illinois
$433K -$53.9K -565 -11%
BIG
934
Brookwood Investment Group
Arizona
$433K +$433K +4,539 New
BWP
935
Barlow Wealth Partners
Kentucky
$430K – – –
MEAC
936
M.E. Allison & Co
Texas
$430K +$47.7K +500 +13%
CIA
937
Choate Investment Advisors
Massachusetts
$427K -$105K -1,103 -20%
BP
938
Ballentine Partners
Massachusetts
$425K +$5.92K +62 +1%
RA
939
Riverstone Advisors
Texas
$424K +$424K +4,444 New
ATPW
940
Ashton Thomas Private Wealth
Arizona
$422K -$81.5K -854 -16%
UB
941
UMB Bank
Missouri
$422K -$81.1K -849 -16%
HIA
942
Harbor Investment Advisory
Maryland
$419K – – –
OS
943
Objectivity Squared
South Carolina
$418K – – –
FW
944
FullCircle Wealth
Texas
$418K +$10.8K +110 +3%
AC
945
ASB Consultores
Florida
$418K -$49.4K -517 -11%
CWA
946
Clarity Wealth Advisors
California
$414K -$95.5K -1,000 -19%
GCM
947
Graham Capital Management
Connecticut
$411K +$411K +4,303 New
CI
948
Ceera Investments
Texas
$408K – – –
LG
949
Leuthold Group
Minnesota
$407K +$407K +4,267 New
GS
950
GWN Securities
Florida
$399K +$399K +4,183 New
36 37
38
39 40