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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 %
RTL
1376
Red Tortoise LLC
Georgia
$10.5K +$10.5K +110 New
SIS
1377
Sound Income Strategies
Florida
$10.3K
AAG
1378
Armstrong Advisory Group
Massachusetts
$9.57K
HIMS
1379
Hager Investment Management Services
New Hampshire
$9.55K
AG
1380
AmeriFlex Group
Nevada
$9.55K
DWM
1381
Dogwood Wealth Management
Kansas
$9.55K +$477 +5 +5%
LB
1382
Legacy Bridge
Iowa
$9.36K
CWM
1383
CarsonAllaria Wealth Management
Illinois
$9.07K
GWSA
1384
Global Wealth Strategies & Associates
Colorado
$8.88K +$1.24K +13 +16%
CPG
1385
Cornerstone Planning Group
New Jersey
$8.64K +$637 +7 +8%
CWA
1386
Carolina Wealth Advisors
South Carolina
$8.5K
HWA
1387
Heritage Wealth Advisors
Virginia
$8.12K
VWWMG
1388
Vermillion & White Wealth Management Group
Pennsylvania
$8.12K
FFO
1389
Fortitude Family Office
Arizona
$7.83K
CWM
1390
Centricity Wealth Management
Ohio
$7.64K
CMBA
1391
C.M. Bidwell & Associates
Hawaii
$7.64K
AIP
1392
Ameritas Investment Partners
Nebraska
$7.64K +$7.64K +80 New
CTB
1393
Country Trust Bank
Illinois
$7.45K +$7.45K +78 New
C
1394
Covestor
United Kingdom
$7K -$6.79K -66 -49%
WT
1395
Washington Trust
Rhode Island
$6.88K -$382 -4 -5%
CFFP
1396
Center for Financial Planning
Michigan
$6.77K +$6.29K +65 +1,300%
FGA
1397
Fortis Group Advisors
New Jersey
$6.68K
MSWA
1398
Marshall & Sterling Wealth Advisors
New York
$6.68K +$1.91K +20 +40%
RF
1399
Roxbury Financial
New Jersey
$6.61K
CWM
1400
Cranbrook Wealth Management
Michigan
$6.3K