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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 %
GA
1101
Goldstein Advisors
Wisconsin
$314K +$314K +2,721 New
MF
1102
Manchester Financial
California
$313K – – –
RBFC
1103
Roman Butler Fullerton & Co
Missouri
$313K +$313K +2,514 New
VBFG
1104
Vishria Bird Financial Group
Tennessee
$313K – – –
PMWMG
1105
Parr McKnight Wealth Management Group
Minnesota
$311K +$461 +4 +0.1%
PWPS
1106
Pinnacle Wealth Planning Services
Ohio
$311K +$46.8K +406 +18%
MWM
1107
Modera Wealth Management
New Jersey
$309K +$44.9K +389 +17%
SBWIC
1108
Schaper Benz & Wise Investment Counsel
Wisconsin
$308K +$4.73K +41 +2%
MHC
1109
May Hill Capital
Massachusetts
$307K -$32.3K -280 -10%
PPH
1110
Pure Portfolios Holdings
Oregon
$307K +$64.1K +556 +26%
SAI
1111
Savvy Advisors Inc
New York
$306K +$47.9K +415 +19%
YDMI
1112
Y.D. More Investments
Israel
$305K -$30.9K -271 -9%
SIMG
1113
Sonora Investment Management Group
Arizona
$305K +$22.5K +195 +8%
WTC
1114
WhitTier Trust Company
Nevada
$303K +$31.6K +274 +12%
WWM
1115
Wolff Wiese Magana
California
$303K +$4.27K +37 +1%
Koshinski Asset Management
1116
Koshinski Asset Management
Illinois
$300K +$38.6K +335 +15%
HFAS
1117
Hummer Financial Advisory Services
Illinois
$299K +$11K +95 +4%
MW
1118
Maia Wealth
Colorado
$299K +$1.38K +12 +0.5%
APW
1119
Austin Private Wealth
Texas
$297K +$38.5K +334 +15%
BWA
1120
Bordeaux Wealth Advisors
California
$293K -$2.77K -24 -0.9%
CFP
1121
Cypress Financial Planning
New Jersey
$289K – – –
SAM
1122
SP Asset Management
California
$288K – – –
OFS
1123
OneAscent Financial Services
Alabama
$288K -$36.2K -317 -11%
Financial Engines Advisors
1124
Financial Engines Advisors
California
$287K +$287K +2,492 New
AAS
1125
Annex Advisory Services
Wisconsin
$287K +$1.38K +12 +0.5%
43 44
45
46 47