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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 %
WIM
1001
WealthPlan Investment Management
Nebraska
$419K +$122K +1,060 +41%
CAMG
1002
CWA Asset Management Group
Florida
$418K +$112K +973 +37%
MWM
1003
Modern Wealth Management
Kansas
$416K +$99.8K +865 +32%
BCM
1004
Bourgeon Capital Management
Connecticut
$416K +$416K +3,608 New
ACM
1005
Ashford Capital Management
Delaware
$415K – – –
GT
1006
Glenview Trust
Kentucky
$412K -$11.5K -100 -3%
APP
1007
Avantax Planning Partners
Iowa
$412K +$36.8K +319 +10%
KGP
1008
Keystone Global Partners
Colorado
$408K – – –
CWG
1009
Cornerstone Wealth Group
North Carolina
$406K -$65.2K -565 -14%
RWA
1010
Redhawk Wealth Advisors
Minnesota
$405K +$6.92K +60 +2%
BCM
1011
Brookstone Capital Management
Illinois
$404K -$5.77K -50 -1%
STP
1012
Science & Technology Partners
New York
$404K +$404K +3,500 New
AWE
1013
Avidian Wealth Enterprises
Texas
$402K -$5.77K -50 -1%
CCWM
1014
Cassaday & Co Wealth Management
Virginia
$401K -$5.54K -48 -1%
BFC
1015
Bedel Financial Consulting
Indiana
$399K – – –
PFA
1016
Pure Financial Advisors
California
$399K +$59.2K +513 +17%
FLPIM
1017
F.L. Putnam Investment Management
Massachusetts
$399K +$115 +1 +0%
RCA
1018
Resonant Capital Advisors
Wisconsin
$397K +$26.2K +227 +7%
CAG
1019
Csenge Advisory Group
Florida
$395K +$30.6K +285 +8%
PCM
1020
Prelude Capital Management
New York
$394K -$1.65M -14,263 -81%
SCM
1021
Saxony Capital Management
Missouri
$394K +$41.2K +357 +12%
BCM
1022
Buckhead Capital Management
Georgia
$392K – – –
OFG
1023
Oxford Financial Group
Indiana
$392K -$57.1K -495 -13%
YWS
1024
Yarger Wealth Strategies
Ohio
$390K +$41.4K +359 +12%
AWM
1025
Accurate Wealth Management
Florida
$388K -$4.26K -37 -1%
39 40
41
42 43