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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 %
LI
1251
LRI Investments
Florida
$113K +$28.3K +296 +33%
SWIM
1252
Smallwood Wealth Investment Management
New Jersey
$111K +$111K +1,163 New
PMFA
1253
Plante Moran Financial Advisors
Michigan
$111K -$4.39K -46 -4%
OSNBOA
1254
Old Second National Bank of Aurora
Illinois
$106K – – –
M
1255
Mirova
France
$106K +$20.1K +210 +23%
PWA
1256
Provenance Wealth Advisors
Florida
$104K – – –
MSG
1257
Main Street Group
Virginia
$100K – – –
EWM
1258
Evermay Wealth Management
Virginia
$98.6K – – –
TCOV
1259
Trust Company of Vermont
Vermont
$96.8K -$9.55K -100 -9%
OWA
1260
Opal Wealth Advisors
New York
$96.4K +$96.4K +1,010 New
CBT
1261
Crews Bank & Trust
Florida
$95.5K – – –
BC
1262
Belmont Capital
California
$95.5K – – –
IMC
1263
Investment Management Corporation
Virginia
$95.5K – – –
ABWM
1264
Alpine Bank Wealth Management
Colorado
$95.5K +$95.5K +1,000 New
FMTCOCP
1265
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$95K – – –
FNWM
1266
Financial Network Wealth Management
Utah
$94K +$94K +987 New
POIA
1267
Pin Oak Investment Advisors
Texas
$93K – – –
GI
1268
GAMMA Investing
California
$91.9K +$40.9K +428 +80%
FNWA
1269
Financial Network Wealth Advisors
Utah
$90.4K +$5.54K +58 +7%
MG
1270
Mather Group
Illinois
$87.1K +$48.8K +511 +127%
CA
1271
CoreCap Advisors
Michigan
$86.3K -$196K -2,055 -69%
CCM
1272
Cloud Capital Management
Washington
$86K +$86K +910 New
HWP
1273
Highline Wealth Partners
California
$85.6K -$4.2K -44 -5%
CT
1274
Colonial Trust
South Carolina
$85.3K +$60.3K +631 +241%
OCM
1275
Orion Capital Management
California
$85.2K +$4.01K +42 +5%
49 50
51
52 53