SHOP icon

Shopify
SHOP

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 %
BWM
1551
Birchcreek Wealth Management
Ohio
– -$213K -2,000 Closed
VCM
1552
Vision Capital Management
Oregon
– -$213K -2,000 Closed
MBT
1553
Montecito Bank & Trust
California
– -$213K -2,000 Closed
SAF
1554
Smith Anglin Financial
Texas
– -$212K -1,998 Closed
JPWM
1555
Jamison Private Wealth Management
Georgia
– -$211K -1,980 Closed
SSWM
1556
Smith Salley Wealth Management
North Carolina
– -$210K -1,974 Closed
HFS
1557
Howard Financial Services
Texas
– -$209K -1,969 Closed
KIA
1558
KCM Investment Advisors
California
– -$208K -1,952 Closed
SPC
1559
Spirepoint Private Client
Florida
– -$206K -1,937 Closed
GSIAS
1560
Garden State Investment Advisory Services
New Jersey
– -$205K -1,930 Closed
WFA
1561
Wellspring Financial Advisors
Ohio
– -$201K -1,888 Closed
CFG
1562
Certior Financial Group
Pennsylvania
– -$200K -1,883 Closed
FWI
1563
Facet Wealth Inc
Maryland
– -$207K -1,763 Closed
LA
1564
Lane & Associates
New Jersey
– -$203K -1,739 Closed
MW
1565
Members Wealth
Pennsylvania
– -$200K -1,661 Closed
KG
1566
Kieckhefer Group
Wisconsin
– -$175K -1,650 Closed
PIS
1567
POM Investment Strategies
North Carolina
– -$147K -1,380 Closed
PCWA
1568
Pacific Capital Wealth Advisors
California
– -$146K -1,370 Closed
GG
1569
Gleason Group
Kentucky
– -$132K -1,240 Closed
VAG
1570
VisionPoint Advisory Group
Texas
– -$124K -1,150 Closed
CAS
1571
Coppell Advisory Solutions
Texas
– -$93.4K -875 Closed
WPWM
1572
Western Pacific Wealth Management
Illinois
– -$85.1K -800 Closed
AFM
1573
Aspetuck Financial Management
Connecticut
– -$82.9K -780 Closed
FA
1574
Fedenia Advisers
Wisconsin
– -$69.1K -650 Closed
MA
1575
Modus Advisors
Minnesota
– -$63.8K -600 Closed
61 62
63
64 65