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Shopify

1,527 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, 578 increasing their positions, 497 reducing their positions, and 124 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,527
Holders Change
+68
Holders Change %
+4.66%
% of All Funds
20.48%
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
578
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 %
RBC
1501
Roble Belko & Company
Pennsylvania
$3K
RWS
1502
Retirement Wealth Solutions
Wisconsin
$2.88K
BHWM
1503
Beaird Harris Wealth Management
Texas
$2.35K +$2.35K +20 New
CSC
1504
Caldwell Sutter Capital
California
$2.31K -$2.31K -20 -50%
ACA
1505
American Capital Advisory
Idaho
$2.31K
DSC
1506
Duncker Streett & Co
Missouri
$2.31K
WAS
1507
Winch Advisory Services
Wisconsin
$2.19K
PCFFS
1508
Pacific Center for Financial Services
California
$2.08K
PWAM
1509
Private Wealth Asset Management
Iowa
$2.08K
TWD
1510
True Wealth Design
Ohio
$1.85K -$115 -1 -6%
LWMI
1511
Legacy Wealth Management (Idaho)
Idaho
$1.85K +$1.85K +16 New
LIS
1512
Legacy Investment Solutions
Idaho
$1.85K +$1.85K +16 New
RFS
1513
Richardson Financial Services
Massachusetts
$1.73K -$461 -4 -21%
BCM
1514
Blume Capital Management
California
$1.5K +$577 +5 +63%
CVM
1515
Cheviot Value Management
California
$1.5K
NECFA
1516
New England Capital Financial Advisors
Connecticut
$1.27K
BCH
1517
Berkshire Capital Holdings
California
$1.15K -$10.2M -88,490 -100%
GWP
1518
Gen-Wealth Partners
Michigan
$1.15K -$1.15K -10 -50%
WW
1519
Winnow Wealth
Texas
$1.15K +$1.15K +10 New
AAG
1520
Accordant Advisory Group
Maryland
$1.15K +$1.15K +10 New
ITIM
1521
Indiana Trust & Investment Management
Indiana
$1.15K +$1.15K +10 New
DWM
1522
Darwin Wealth Management
Florida
$1.15K
PS
1523
PayPay Securities
Japan
$692
HNW
1524
High Note Wealth
Minnesota
$461
AFG
1525
Albion Financial Group
Utah
$347