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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 %
NIWA
951
New Insight Wealth Advisors
California
$397K -$3.82K -40 -1%
GT
952
Greenleaf Trust
Michigan
$396K +$19.9K +208 +5%
EWM
953
Evercore Wealth Management
New York
$395K -$477 -5 -0.1%
SAM
954
Secure Asset Management
Michigan
$390K +$1.91K +20 +0.5%
BBA
955
Baader Bank Aktiengesellschaft
Germany
$390K +$168K +2,016 +76%
FAN
956
Financial Advisors Network
California
$390K – – –
CWG
957
Cornerstone Wealth Group
North Carolina
$390K -$3.72K -39 -0.9%
USCWA
958
U.S. Capital Wealth Advisors
Texas
$386K -$160K -1,679 -29%
KMWM
959
Keudell/Morrison Wealth Management
Oregon
$385K -$2.29K -24 -0.6%
CCA
960
Conservest Capital Advisors
Pennsylvania
$384K – – –
TIAM2
961
Tru Independence Asset Management 2
Oregon
$382K – – –
DAS
962
Dynamic Advisor Solutions
Arizona
$382K +$382K +3,997 New
OCM
963
One Capital Management
California
$381K +$381K +3,995 New
VW
964
Vance Wealth
California
$381K -$95 -1 -0%
FTWA
965
Fifth Third Wealth Advisors
Ohio
$378K +$133K +1,391 +54%
LA
966
LM Advisors
California
$378K -$7.55K -79 -2%
RhumbLine Advisers
967
RhumbLine Advisers
Massachusetts
$376K +$5.82K +61 +2%
BFA
968
Bright Financial Advisors
Michigan
$376K – – –
PTP
969
Platform Technology Partners
New York
$375K -$58.4K -612 -13%
NA
970
Nautilus Advisors
California
$374K -$62.1K -650 -14%
MGIA
971
Moneta Group Investment Advisors
Missouri
$373K -$9.26K -97 -2%
OFG
972
Oxford Financial Group
Indiana
$372K +$5.35K +56 +1%
RRA
973
Round Rock Advisors
Connecticut
$370K – – –
EL
974
EWA LLC
Pennsylvania
$366K +$104K +1,093 +40%
TVM
975
True Vision MN
Minnesota
$366K -$2.77K -29 -0.8%
37 38
39
40 41