SHOP icon

Shopify
SHOP

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
20.49%
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 %
RA
1301
Rise Advisors
New York
$150K -$577 -5 -0.4%
BONH
1302
Bank of New Hampshire
New Hampshire
$150K – – –
ABWM
1303
Alpine Bank Wealth Management
Colorado
$149K +$33.9K +294 +29%
PMFA
1304
Plante Moran Financial Advisors
Michigan
$149K +$15.2K +132 +11%
HWA
1305
HHM Wealth Advisors
Tennessee
$148K – – –
WTA
1306
Washington Trust Advisors
Massachusetts
$146K +$1.38K +12 +1%
BDPWM
1307
Barnes Dennig Private Wealth Management
Ohio
$142K +$142K +1,235 New
OWA
1308
Opal Wealth Advisors
New York
$138K +$21.5K +186 +18%
BC
1309
Bayforest Capital
United Kingdom
$136K +$89.6K +777 +194%
LWCFA
1310
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$136K -$60K -520 -31%
BCM
1311
Boreal Capital Management
Florida
$131K +$131K +1,140 New
OSNBOA
1312
Old Second National Bank of Aurora
Illinois
$128K – – –
T
1313
TOBAM
France
$128K +$39.4K +251 +44%
WA
1314
Whipplewood Advisors
Colorado
$126K +$105K +914 +502%
PWA
1315
Physician Wealth Advisors
Utah
$125K -$21.5K -186 -15%
MSG
1316
Main Street Group
Virginia
$121K +$346 +3 +0.3%
AW
1317
Avion Wealth
Texas
$121K -$40.1K -350 -25%
EWM
1318
Evermay Wealth Management
Virginia
$119K – – –
MIM
1319
MTM Investment Management
South Carolina
$118K +$118K +1,025 New
TCOV
1320
Trust Company of Vermont
Vermont
$117K – – –
HIW
1321
Holos Integrated Wealth
Pennsylvania
$117K – – –
HNB
1322
Hilltop National Bank
Wyoming
$117K +$117K +1,010 New
CBT
1323
Crews Bank & Trust
Florida
$115K – – –
IMC
1324
Investment Management Corporation
Virginia
$115K – – –
BC
1325
Belmont Capital
California
$115K – – –
51 52
53
54 55