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Shopify

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
CAPTRUST Financial Advisors
401
CAPTRUST Financial Advisors
North Carolina
$2.23M -$1.13M -14,619 -34%
BPA
402
Beacon Pointe Advisors
California
$2.22M -$227K -2,936 -9%
IAA
403
Independent Advisor Alliance
North Carolina
$2.19M -$216K -2,803 -9%
PI
404
PEAK6 Investments
Illinois
$2.18M +$2.18M +28,288 New
BWAM
405
Boyd Watterson Asset Management
Ohio
$2.17M +$40.9K +530 +2%
SWM
406
Spire Wealth Management
Virginia
$2.17M +$256K +3,319 +13%
PAG
407
Private Advisor Group
New Jersey
$2.14M -$298K -3,857 -12%
LNWWM
408
Laird Norton Wetherby Wealth Management
California
$2.1M +$90.6K +1,174 +4%
KA
409
Kercheville Advisors
Texas
$2.1M +$451K +5,850 +27%
PAS
410
Park Avenue Securities
New York
$2.1M -$94.7K -1,227 -4%
SP
411
SWS Partners
Ohio
$2.07M -$26.8K -347 -1%
SPC
412
Sigma Planning Corp
Michigan
$2.06M +$834K +10,813 +68%
KWM
413
Kingsview Wealth Management
Oregon
$2.03M +$28.2K +365 +1%
Envestnet Portfolio Solutions
414
Envestnet Portfolio Solutions
Illinois
$2.03M +$31.3K +405 +2%
AF
415
Apexium Financial
Texas
$2M +$10.4K +135 +0.5%
SIG
416
Stonegate Investment Group
Alabama
$1.99M +$11K +142 +0.6%
DACS
417
Dymon Asia Capital (Singapore)
Singapore
$1.98M +$1.98M +25,651 New
PCM
418
Penserra Capital Management
California
$1.97M -$272K -3,522 -12%
JWM
419
Jeppson Wealth Management
California
$1.95M -$2.32K -30 -0.1%
MA
420
Mutual Advisors
Nebraska
$1.94M -$390K -5,053 -17%
AAIS
421
ABN AMRO Investment Solutions
$1.94M -$535K -6,934 -22%
VA
422
Vident Advisory
Georgia
$1.92M -$148K -1,917 -7%
CWM
423
Calamos Wealth Management
Illinois
$1.91M -$684K -8,869 -26%
SA
424
SpiderRock Advisors
Delaware
$1.89M +$1.89M +24,445 New
LAI
425
Legal Advantage Investments
California
$1.89M