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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 %
SFCL
976
Strengthening Families & Communities LLC
Massachusetts
$365K +$91.7K +1,041 +34%
EFS
977
Essex Financial Services
Connecticut
$364K +$364K +3,815 New
BSG
978
Black Swift Group
Colorado
$363K +$363K +3,800 New
CCC
979
Compass Capital Corp
Massachusetts
$362K +$362K +3,795 New
HFM
980
Harvest Fund Management
China
$362K -$548K -5,735 -60%
WAP
981
Wealthcare Advisory Partners
Pennsylvania
$359K -$47.9K -502 -12%
BFA
982
Benedict Financial Advisors
Georgia
$356K -$434K -4,552 -55%
DIA
983
Dana Investment Advisors
Wisconsin
$356K +$356K +3,726 New
OAM
984
Occidental Asset Management
California
$354K +$70.6K +739 +25%
WA
985
Wealth Architects
California
$353K -$87.2K -913 -20%
NRI
986
NFP Retirement Inc
California
$352K +$1.81K +19 +0.5%
TWM
987
Tradition Wealth Management
Minnesota
$351K +$47K +492 +15%
LA
988
Latitude Advisors
Florida
$351K +$6.3K +66 +2%
GT
989
Glenview Trust
Kentucky
$351K +$18.1K +190 +5%
EAM
990
Empirical Asset Management
Massachusetts
$349K -$145K -1,517 -29%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
991
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$349K -$13.5M -141,344 -97%
KAM
992
Kazazian Asset Management
Florida
$349K – – –
MMA
993
Miracle Mile Advisors
California
$346K +$4.01K +42 +1%
NRG
994
Nemes Rush Group
Michigan
$344K -$677 -7 -0.2%
RFC
995
Regions Financial Corp
Alabama
$344K +$13.3K +139 +4%
ACM
996
Ashford Capital Management
Delaware
$344K – – –
SC
997
Shay Capital
New York
$344K +$344K +3,600 New
RFP
998
Root Financial Partners
California
$343K -$80.8K -846 -19%
MIM
999
Moseley Investment Management
Florida
$341K -$29.2K -306 -8%
RWP
1000
RWA Wealth Partners
Massachusetts
$341K +$21K +220 +7%
38 39
40
41 42