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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 %
TWP
1151
Tyche Wealth Partners
Texas
$224K +$5.54K +58 +3%
DFA
1152
Davies Financial Advisors
California
$224K – – –
CCP
1153
Clarity Capital Partners
California
$224K +$224K +2,312 New
GAM
1154
Gemmer Asset Management
California
$223K – – –
JIC
1155
Joel Isaacson & Co
New York
$223K +$223K +2,337 New
SHFA
1156
SS&H Financial Advisors
Michigan
$222K – – –
BWA
1157
Blodgett Wealth Advisors
California
$222K – – –
WP
1158
WealthPLAN Partners
Nebraska
$221K – – –
BCWM
1159
Bartlett & Co Wealth Management
Ohio
$220K -$27.8K -291 -11%
BA
1160
Ballast Advisors
Minnesota
$220K +$23.4K +245 +12%
ATFA
1161
All Terrain Financial Advisors
Minnesota
$220K -$2.86K -30 -1%
ACM
1162
Aspen Capital Management
Idaho
$220K +$220K +2,300 New
PWPS
1163
Pinnacle Wealth Planning Services
Ohio
$219K +$2.1K +22 +1%
MWM
1164
Modera Wealth Management
New Jersey
$219K – – –
SF
1165
Seros Financial
Arizona
$218K +$218K +2,281 New
ACM
1166
Advisors Capital Management
New Jersey
$217K +$26.3K +275 +14%
MSWM
1167
McGlone Suttner Wealth Management
Wisconsin
$217K – – –
Koshinski Asset Management
1168
Koshinski Asset Management
Illinois
$216K +$26.2K +274 +14%
PFG
1169
Prosperity Financial Group
California
$216K -$4.77K -50 -2%
DWM
1170
Drive Wealth Management
Utah
$216K +$19.2K +201 +10%
MCIA
1171
Mountain Capital Investment Advisors
Colorado
$215K +$14.6K +153 +7%
FCH
1172
Freestone Capital Holdings
Washington
$215K -$17.8K -186 -8%
SA
1173
Sovran Advisors
California
$215K +$215K +2,565 New
WFC
1174
Western Financial Corp
California
$214K -$286 -3 -0.1%
SAI
1175
Savvy Advisors Inc
New York
$214K -$138K -1,448 -39%
45 46
47
48 49