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QCOM vs SHOP — which is the better buy? — what our data shows

⚡ TradesZ research ·Updated August 9, 2026 ·~2 min read ·Grounded in SEC data

Both QCOM and SHOP are riding the AI wave, so they share a big theme — but when you look at who's actually betting on them behind the scenes, the numbers tell different stories.

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What our data shows

Qualcomm Inc logo QCOM Qualcomm Inc 🟢Bullish lean
12 major investment funds — including household names like Berkshire Hathaway — have reported owning it, signaling that some of the most respected money managers in the world see something they like here.
🐋 13F · 12AI compute
Shopify Inc. Class A subordinate voting shares logo SHOP Shopify Inc. Class A subordinate voting shares 🟢Bullish lean
24 major investment funds have reported owning it — that's double the institutional interest of QCOM — which means a wider range of professional investors are putting real money behind it.
🐋 13F · 24AI compute

The takeaway

Neutral

SHOP has roughly twice as many big professional funds holding it compared to QCOM, which suggests broader institutional confidence — but QCOM still counts some very well-known names among its backers, so it comes down to whether you value breadth of support or the prestige of who's in.

But watch out
Smart-money signals lag the market (13F filings ~45 days) and never guarantee direction — always check the latest price and news yourself.
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Informational research, not personalized investment advice.