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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
PFS
1101
Prospect Financial Services
New York
$251K -$229K -2,398 -48%
HCP
1102
Hexagon Capital Partners
Arkansas
$251K -$3.72K -39 -1%
AG
1103
Algert Global
California
$251K +$251K +2,631 New
SBWIC
1104
Schaper Benz & Wise Investment Counsel
Wisconsin
$251K +$3.53K +37 +1%
DFG
1105
Delta Financial Group
New Jersey
$249K +$1.53K +14 +0.6%
SB
1106
Simmons Bank
Arkansas
$249K -$16.2K -170 -6%
T
1107
Tidemark
California
$247K
WWM
1108
Wolff Wiese Magana
California
$247K -$24.3K -254 -9%
WIM
1109
WealthPlan Investment Management
Nebraska
$246K -$52.5K -550 -18%
VCM
1110
Versant Capital Management
Arizona
$245K +$228K +2,384 +1,303%
HBS
1111
Howard Bailey Securities
Indiana
$245K -$36.7K -384 -13%
VCP
1112
Verus Capital Partners
Arizona
$245K -$16.2K -170 -6%
BWA
1113
Bordeaux Wealth Advisors
California
$245K +$764 +8 +0.3%
FWP
1114
Forefront Wealth Partners
Texas
$244K +$7.07K +74 +3%
JFGIW
1115
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$243K +$40.7K +426 +20%
RI
1116
Redwood Investments
Massachusetts
$243K
PFM
1117
Potomac Fund Management
Florida
$242K +$23.8K +291 +11%
FM
1118
Family Management
New York
$241K +$12.1K +127 +5%
MPWT
1119
MassMutual Private Wealth & Trust
Connecticut
$240K +$8.88K +93 +4%
CFP
1120
Cypress Financial Planning
New Jersey
$239K +$239K +2,503 New
HFAS
1121
Hummer Financial Advisory Services
Illinois
$239K
SAM
1122
SP Asset Management
California
$239K
AAS
1123
Annex Advisory Services
Wisconsin
$236K -$16.6K -174 -7%
FFS
1124
Founders Financial Securities
Maryland
$236K +$7.49K +76 +3%
FAFN
1125
First Affirmative Financial Network
Colorado
$235K -$26.2K -274 -10%