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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 %
LWL
1201
Leo Wealth LLC
Texas
$202K +$202K +2,114 New
S
1202
Sunpointe
Missouri
$201K -$1.34K -14 -0.7%
PPH
1203
Pure Portfolios Holdings
Oregon
$201K +$201K +2,102 New
WGCA
1204
Wolf Group Capital Advisors
Virginia
$201K +$201K +2,101 New
DKCM
1205
Davidson Kahn Capital Management
California
$201K – – –
MMM
1206
Mendel Money Management
Illinois
$201K +$201K +2,100 New
NDSI
1207
Newman Dignan & Sheerar Inc
Rhode Island
$198K – – –
CH
1208
Cromwell Holdings
Wyoming
$196K -$37K -388 -16%
AWM
1209
Abound Wealth Management
Tennessee
$193K +$20.4K +214 +12%
PPC
1210
Park Place Capital
Alabama
$192K – – –
CCM
1211
Chilton Capital Management
Texas
$191K – – –
CWM
1212
Compass Wealth Management
Connecticut
$186K -$100K -1,050 -35%
TFGT
1213
TS Financial Group (TSFG)
Illinois
$186K – – –
KA
1214
Kozak & Associates
Colorado
$186K – – –
AIM
1215
Advyzon Investment Management
Illinois
$185K +$185K +1,940 New
MA
1216
MCF Advisors
Kentucky
$176K – – –
CL
1217
CSS LLC
Illinois
$169K +$169K +1,768 New
ZBNA
1218
Zions Bancorporation, National Association
Utah
$167K +$167K +1,751 New
ME
1219
McIlrath & Eck
Washington
$167K – – –
IBOK
1220
Independence Bank of Kentucky
Kentucky
$167K – – –
TFIPS
1221
Towarzystwo Funduszy Inwestycyjnych PZU SA
$167K – – –
VBA
1222
von Borstel & Associates
Oregon
$165K +$165K +1,734 New
AIM
1223
Acropolis Investment Management
Missouri
$162K – – –
GM
1224
GeoWealth Management
Illinois
$162K -$360K -3,770 -69%
HIP
1225
HUB Investment Partners
Texas
$162K +$23K +241 +17%
47 48
49
50 51