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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 %
BCM
1001
Brookstone Capital Management
Illinois
$339K -$16.8K -176 -5%
KGP
1002
Keystone Global Partners
Colorado
$338K +$338K +3,540 New
AWE
1003
Avidian Wealth Enterprises
Texas
$337K +$11.1K +116 +3%
CCWM
1004
Cassaday & Co Wealth Management
Virginia
$337K +$9.55K +100 +3%
TA
1005
TFB Advisors
Kansas
$336K +$1.91K +20 +0.6%
KCM
1006
Kathmere Capital Management
Pennsylvania
$334K +$68.1K +713 +26%
SQA
1007
Simon Quick Advisors
New Jersey
$334K +$334K +3,498 New
LJAC
1008
L.J. Altfest & Co
New York
$334K +$98K +1,026 +42%
CCMT
1009
CMT Capital Markets Trading
Germany
$333K -$923K -9,553 -73%
EA
1010
Everpar Advisors
Oklahoma
$332K -$11.6K -122 -3%
ST
1011
Somerset Trust
Pennsylvania
$332K +$57.2K +599 +21%
FWM
1012
FFT Wealth Management
Pennsylvania
$332K -$4.49K -47 -1%
VHAM
1013
Van Hulzen Asset Management
California
$331K +$36.1K +378 +12%
RWA
1014
Redhawk Wealth Advisors
Minnesota
$330K +$9.26K +97 +3%
FLPIM
1015
F.L. Putnam Investment Management
Massachusetts
$330K +$14.3K +150 +5%
BFC
1016
Bedel Financial Consulting
Indiana
$325K – – –
FWCM
1017
Ferguson Wellman Capital Management
Oregon
$325K +$90.8K +951 +39%
BCM
1018
Buckhead Capital Management
Georgia
$325K – – –
TCM
1019
TABR Capital Management
California
$323K +$323K +3,379 New
YDMI
1020
Y.D. More Investments
Israel
$321K -$22.7K -209 -7%
PFP
1021
Pinnacle Financial Partners
Tennessee
$320K +$12.4K +125 +4%
FAM
1022
Formidable Asset Management
Ohio
$320K – – –
HAS
1023
HBW Advisory Services
California
$319K -$25.9K -271 -8%
TWM
1024
Trueblood Wealth Management
Ohio
$316K – – –
CNBOF
1025
City National Bank of Florida
Florida
$315K -$65.2K -683 -17%
39 40
41
42 43