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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 %
SFG
1626
Stonebridge Financial Group
Pennsylvania
-$79.7K -835 Closed
BBPWM
1627
Blue Bell Private Wealth Management
Pennsylvania
-$69.7K -730 Closed
HIIFS
1628
Harel Insurance Investments & Financial Services
Israel
-$63K -664 Closed
RMP
1629
Richards, Merrill & Peterson
Washington
-$59.7K -625 Closed
CA
1630
Continuum Advisory
Idaho
-$52.5K -550 Closed
CWC
1631
Carolinas Wealth Consulting
North Carolina
-$36.6K -383 Closed
PPWM
1632
PFG Private Wealth Management
Florida
-$24.4K -256 Closed
WF
1633
Wayfinding Financial
Washington
-$21K -229 Closed
BL
1634
BFSG LLC
California
-$20.5K -215 Closed
MFA
1635
McClarren Financial Advisors
Pennsylvania
-$49K -190 Closed
WT
1636
Washington Trust
Rhode Island
-$6.88K -72 Closed
CI
1637
Cordant Inc
Oregon
-$5.25K -55 Closed
AF
1638
Abound Financial
California
-$4.77K -50 Closed
TIM
1639
Thompson Investment Management
Wisconsin
-$3.82K -40 Closed
TC
1640
Trust Company
Kansas
-$3.72K -39 Closed
MEG
1641
Millstone Evans Group
Colorado
-$3.48K -36 Closed
NMG
1642
New Millennium Group
Utah
-$2.86K -30 Closed
ETS
1643
ESL Trust Services
New York
-$2.39K -25 Closed
PWA
1644
Principia Wealth Advisory
Texas
-$1.83K -20 Closed
KWM
1645
Kiker Wealth Management
Georgia
-$1.72K -18 Closed
MWM
1646
Mascoma Wealth Management
New Hampshire
-$1.72K -18 Closed
AP
1647
Aspect Partners
Virginia
-$1.62K -17 Closed
OC
1648
Oakworth Capital
Alabama
-$1.24K -13 Closed
CIAM
1649
Caitong International Asset Management
Hong Kong
-$859 -9 Closed
MSWM
1650
Mowery & Schoenfeld Wealth Management
Illinois
-$767 -8 Closed