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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 %
PPA
1576
Pilgrim Partners Asia
Singapore
– -$59.5K -560 Closed
SAM
1577
Synergy Asset Management
Washington
– -$41.7K -520 Closed
RCM
1578
Raleigh Capital Management
North Carolina
– -$55.3K -520 Closed
OC
1579
Oarsman Capital
Wisconsin
– -$48.7K -458 Closed
SIS
1580
Strategic Investment Solutions
Illinois
– -$33.9K -435 Closed
NWWA
1581
New Wave Wealth Advisors
Arkansas
– -$38.9K -366 Closed
SMFG
1582
Sumitomo Mitsui Financial Group
Japan
– -$34.8K -322 Closed
MSFP
1583
Mark Sheptoff Financial Planning
Connecticut
– -$31.9K -300 Closed
CJ
1584
Caitlin John
Michigan
– -$25.9K -244 Closed
SC
1585
Stephens Consulting
Michigan
– -$25.2K -237 Closed
MBFW
1586
Morton Brown Family Wealth
Pennsylvania
– -$16K -150 Closed
CF
1587
Conquis Financial
California
– -$9.14K -86 Closed
SWA
1588
SOA Wealth Advisors
New York
– -$8.93K -84 Closed
EC
1589
Elequin Capital
New York
– -$8.29K -78 Closed
CPL
1590
Capital & Planning LLC
Georgia
– -$7.34K -69 Closed
DRP
1591
Decker Retirement Planning
Utah
– -$6.7K -63 Closed
LDB
1592
Lee, Danner & Bass
Tennessee
– -$6.49K -61 Closed
LG
1593
LAM Group
Oregon
– -$5.32K -50 Closed
CFS
1594
CGC Financial Services
Oregon
– -$4.79K -45 Closed
FS
1595
Financially Speaking
Colorado
– -$4.68K -44 Closed
KBFS
1596
Kohmann Bosshard Financial Services
Ohio
– -$4.25K -40 Closed
WWA
1597
Wingate Wealth Advisors
Massachusetts
– -$4.25K -40 Closed
ORAM
1598
One River Asset Management
Connecticut
– -$3.2K -30 Closed
PAM
1599
Parvin Asset Management
South Dakota
– -$2.66K -25 Closed
MSE
1600
MUFG Securities EMEA
United Kingdom
– -$2.66K -25 Closed
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