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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
S
1326
Sachetta
Massachusetts
$35.5K
FMP
1327
Financial Management Professionals
Texas
$34.5K -$4.11K -43 -11%
CSPIA
1328
Cary Street Partners Investment Advisory
Virginia
$33.9K +$15.8K +165 +87%
SIC
1329
SJS Investment Consulting
Ohio
$33.4K
KFI
1330
Key Financial Inc
Pennsylvania
$32.8K
DI
1331
DAGCO Inc
Ohio
$30.3K +$30.3K +317 New
ST
1332
Smithfield Trust
Pennsylvania
$30K +$18K +188 +149%
FIM
1333
FWL Investment Management
Texas
$28.6K -$21.5K -225 -43%
CWP
1334
Concord Wealth Partners
Virginia
$28.6K -$6.49K -68 -18%
SC
1335
Swan Capital
Florida
$28.6K
TCA
1336
Trifecta Capital Advisors
Illinois
$28.6K
GIA
1337
GHP Investment Advisors
Colorado
$27.7K +$7.64K +80 +38%
PSFG
1338
Park Square Financial Group
Georgia
$26K +$6.02K +63 +30%
W
1339
WealthCollab
Washington
$25.5K
HCM
1340
Horrell Capital Management
Arkansas
$25.2K
LWANC
1341
Laurel Wealth Advisors (North Carolina)
North Carolina
$24.8K
PPWM
1342
PFG Private Wealth Management
Florida
$24.4K -$668 -7 -3%
PP
1343
Pingora Partners
Wyoming
$23.9K
FGAM
1344
Financial Gravity Asset Management
Texas
$23K +$23K +241 New
FDCP
1345
Foster Dykema Cabot & Partners
Massachusetts
$22.9K
SHIM
1346
Stone House Investment Management
Pennsylvania
$21.1K +$21.1K +221 New
IRAG
1347
Investment Research & Advisory Group
Georgia
$21K
WF
1348
Wayfinding Financial
Washington
$21K +$21K +229 New
BL
1349
BFSG LLC
California
$20.5K -$3.61M -37,836 -99%
FDW
1350
Fourth Dimension Wealth
Ohio
$20K -$6.68K -70 -25%