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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
LAM
1376
LOM Asset Management
$46K +$46K +400 New
GA
1377
GoalVest Advisory
New York
$45.8K
SWP
1378
Strategic Wealth Partners
Ohio
$45.6K +$45.6K +395 New
HWM
1379
HighMark Wealth Management
Minnesota
$43.6K -$5.76K -50 -12%
S
1380
Sachetta
Massachusetts
$42.9K
CYG
1381
Clean Yield Group
Vermont
$42K -$25.1K -218 -37%
FMP
1382
Financial Management Professionals
Texas
$41.8K +$115 +1 +0.3%
KFI
1383
Key Financial Inc
Pennsylvania
$39.7K
DI
1384
DAGCO Inc
Ohio
$36.6K
SL
1385
Salomon & Ludwin
Virginia
$36.3K +$34.4K +300 +1,875%
CWP
1386
Concord Wealth Partners
Virginia
$34.6K
FIM
1387
FWL Investment Management
Texas
$34.6K
SC
1388
Swan Capital
Florida
$34.6K
SPM
1389
Symmetry Peak Management
Pennsylvania
$33.5K +$33.5K +290 New
GWS
1390
Greykasell Wealth Strategies
California
$32.4K +$32.3K +280 +28,000%
PFBT
1391
Parkside Financial Bank & Trust
Missouri
$31.7K -$23.4K -203 -42%
SIC
1392
SJS Investment Consulting
Ohio
$31.6K -$8.77K -76 -22%
AIM
1393
Access Investment Management
Georgia
$31.5K +$31.5K +273 New
AWM
1394
Activest Wealth Management
Florida
$31.4K -$61.7K -534 -66%
PSFG
1395
Park Square Financial Group
Georgia
$31.4K
W
1396
WealthCollab
Washington
$30.8K
GIA
1397
GHP Investment Advisors
Colorado
$30.7K -$2.77K -24 -8%
HCM
1398
Horrell Capital Management
Arkansas
$30.6K +$115 +1 +0.4%
GWSA
1399
Global Wealth Strategies & Associates
Colorado
$30.3K +$19.6K +170 +183%
ECM
1400
Estabrook Capital Management
New York
$28.8K +$28.8K +250 New