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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 %
PWMG
1426
Prestige Wealth Management Group
New Jersey
$2.87K – – –
NMG
1427
New Millennium Group
Utah
$2.86K – – –
M
1428
MOTCO
Texas
$2.39K -$6.3K -66 -73%
RWS
1429
Retirement Wealth Solutions
Wisconsin
$2.39K -$955 -10 -29%
ETS
1430
ESL Trust Services
New York
$2.39K – – –
ACA
1431
American Capital Advisory
Idaho
$1.91K -$1.91K -20 -50%
DSC
1432
Duncker Streett & Co
Missouri
$1.91K – – –
GWP
1433
Gen-Wealth Partners
Michigan
$1.91K – – –
PWA
1434
Principia Wealth Advisory
Texas
$1.83K – – –
RFS
1435
Richardson Financial Services
Massachusetts
$1.81K – – –
WAS
1436
Winch Advisory Services
Wisconsin
$1.81K +$1.81K +19 New
PCFFS
1437
Pacific Center for Financial Services
California
$1.72K – – –
MWM
1438
Mascoma Wealth Management
New Hampshire
$1.72K – – –
KWM
1439
Kiker Wealth Management
Georgia
$1.72K +$1.72K +18 New
PWAM
1440
Private Wealth Asset Management
Iowa
$1.72K +$1.72K +18 New
TWD
1441
True Wealth Design
Ohio
$1.62K -$96 -1 -6%
AP
1442
Aspect Partners
Virginia
$1.62K +$1.62K +17 New
SL
1443
Salomon & Ludwin
Virginia
$1.53K – – –
BFS
1444
Bare Financial Services
Pennsylvania
$1.43K +$1.43K +15 New
OC
1445
Oakworth Capital
Alabama
$1.24K +$1.24K +13 New
DWM
1446
Darwin Wealth Management
Florida
$1.06K – – –
NECFA
1447
New England Capital Financial Advisors
Connecticut
$1.05K – – –
CVM
1448
Cheviot Value Management
California
$984 +$984 +10 New
GCS
1449
Gordian Capital (Singapore)
Singapore
$955 – – –
Optiver Holding
1450
Optiver Holding
Netherlands
$955 +$955 +10 New
56 57
58
59 60