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Shopify
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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 %
OHWP
1526
Oak Harbor Wealth Partners
North Carolina
– -$262K -2,468 Closed
MAG
1527
M3 Advisory Group
Massachusetts
– -$258K -2,430 Closed
FC
1528
Forte Capital
New York
– -$255K -2,401 Closed
VIPI
1529
Vista Investment Partners II
Indiana
– -$254K -2,390 Closed
LWA
1530
LifeGoal Wealth Advisors
New York
– -$249K -2,340 Closed
KFGK
1531
Keystone Financial Group (Kentucky)
Kentucky
– -$258K -2,238 Closed
EGM
1532
Engineers Gate Manager
New York
– -$233K -2,187 Closed
TWPM
1533
Total Wealth Planning & Management
Florida
– -$232K -2,179 Closed
WPW
1534
Waldron Private Wealth
Pennsylvania
– -$230K -2,164 Closed
CWMGO
1535
Capstone Wealth Management Group (Oregon)
Oregon
– -$230K -2,160 Closed
KAS
1536
KPP Advisory Services
Kentucky
– -$226K -2,123 Closed
GA
1537
Goldstein Advisors
Wisconsin
– -$220K -2,072 Closed
CP
1538
Canopy Partners
Ohio
– -$219K -2,061 Closed
PSP
1539
Pacific Sage Partners
Washington
– -$218K -2,053 Closed
BIAS
1540
Beacon Investment Advisory Services
New Jersey
– -$218K -2,050 Closed
TC
1541
Trilogy Capital
California
– -$216K -2,030 Closed
SCA
1542
Stonebridge Capital Advisors
Minnesota
– -$215K -2,020 Closed
NWMG
1543
National Wealth Management Group
Ohio
– -$215K -2,020 Closed
Chevy Chase Trust
1544
Chevy Chase Trust
Maryland
– -$213K -2,005 Closed
PCM
1545
Perkins Capital Management
Minnesota
– -$213K -2,000 Closed
BOPW
1546
Brandywine Oak Private Wealth
Pennsylvania
– -$213K -2,000 Closed
SAMT
1547
Select Asset Management & Trust
Pennsylvania
– -$213K -2,000 Closed
EW
1548
Elyxium Wealth
California
– -$213K -2,000 Closed
AWC
1549
Abundance Wealth Counselors
Pennsylvania
– -$213K -2,000 Closed
CWM
1550
Challenger Wealth Management
California
– -$213K -2,000 Closed
60 61
62
63 64