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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 %
JIC
1151
Joel Isaacson & Co
New York
$270K – – –
BA
1152
Ballast Advisors
Minnesota
$269K +$3K +26 +1%
CWM
1153
Challenger Wealth Management
California
$268K +$268K +2,327 New
SHFA
1154
SS&H Financial Advisors
Michigan
$268K – – –
TWP
1155
Tyche Wealth Partners
Texas
$267K -$3.69K -32 -1%
ATFA
1156
All Terrain Financial Advisors
Minnesota
$266K – – –
LFP
1157
Leeward Financial Partners
Washington
$265K -$8.19K -71 -3%
ACM
1158
Aspen Capital Management
Idaho
$265K – – –
WJA
1159
Willis Johnson & Associates
Texas
$265K -$12.8K -111 -5%
BCWM
1160
Bartlett & Co Wealth Management
Ohio
$264K -$2.42K -21 -0.9%
FWP
1161
Forefront Wealth Partners
Texas
$264K -$7.87K -74 -3%
PWA
1162
Providence Wealth Advisors
Illinois
$263K +$263K +1,750 New
MSWM
1163
McGlone Suttner Wealth Management
Wisconsin
$262K – – –
SP
1164
Stonebrook Private
Michigan
$261K +$261K +2,261 New
SIMG
1165
Stephens Investment Management Group
Texas
$260K +$260K +2,258 New
ST
1166
Spinnaker Trust
Maine
$260K +$13.7K +119 +6%
CPRC
1167
Consolidated Portfolio Review Corp
New York
$260K +$260K +2,255 New
LWANC
1168
Laurel Wealth Advisors (North Carolina)
North Carolina
$260K +$258K +29,731 +11,435%
BW
1169
BXM Wealth
Colorado
$259K +$259K +2,245 New
WFC
1170
Western Financial Corp
California
$258K -$461 -4 -0.2%
NAS
1171
NWF Advisory Services
California
$258K +$1.96K +17 +0.8%
FNC
1172
First National Corp
Massachusetts
$257K – – –
IA
1173
Integrity Alliance
Iowa
$256K +$1.15K +10 +0.5%
BA
1174
Bristlecone Advisors
Washington
$256K -$2.16M -18,700 -89%
CIA
1175
Caerus Investment Advisors
Texas
$256K +$256K +2,218 New
45 46
47
48 49