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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 %
SIC
1301
Salem Investment Counselors
North Carolina
$57.3K – – –
AA
1302
Addison Advisors
Vermont
$56K – – –
CYG
1303
Clean Yield Group
Vermont
$55.6K +$20.8K +218 +60%
GKIM
1304
GW&K Investment Management
Massachusetts
$55K – – –
OP
1305
ORG Partners
Indiana
$54K -$1.19M -12,191 -96%
SAM
1306
Smartleaf Asset Management
Massachusetts
$53.6K +$3.48K +36 +7%
CTA
1307
Colonial Trust Advisors
South Carolina
$53.5K +$28.6K +300 +115%
CA
1308
Continuum Advisory
Idaho
$52.5K -$28K -293 -35%
NSIM
1309
North Star Investment Management
Illinois
$52.5K – – –
SAM
1310
S.A. Mason
Michigan
$51.1K – – –
PWMG
1311
Private Wealth Management Group
New Jersey
$49.5K – – –
MFA
1312
McClarren Financial Advisors
Pennsylvania
$49K -$85.1K -330 -63%
NEWAS
1313
N.E.W. Advisory Services
Wisconsin
$48.9K +$48.9K +512 New
ANBT
1314
American National Bank & Trust
Texas
$48.7K -$43K -450 -47%
OPTFSNA
1315
Old Point Trust & Financial Services N A
Virginia
$47.7K – – –
ACM
1316
Accent Capital Management
Ohio
$45.8K +$45.8K +480 New
PFBT
1317
Parkside Financial Bank & Trust
Missouri
$45.6K +$27.4K +287 +150%
CFS
1318
Compass Financial Services
Iowa
$43.5K -$22.8K -239 -34%
HWM
1319
Hemington Wealth Management
Virginia
$43K +$1.62K +17 +4%
HWM
1320
HighMark Wealth Management
Minnesota
$40.8K – – –
BC
1321
Bayforest Capital
United Kingdom
$38.2K -$190K -1,992 -83%
YAL
1322
Your Advocates Ltd
Texas
$38.2K – – –
GA
1323
GoalVest Advisory
New York
$37.9K +$4.77K +50 +14%
SO
1324
Sierra Ocean
California
$37.7K -$3.63K -38 -9%
CWC
1325
Carolinas Wealth Consulting
North Carolina
$36.6K +$4.01K +42 +12%
51 52
53
54 55