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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
$2.01B
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
$723M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$2.17B
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.5B
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.65B

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
$3.05B
2
Sands Capital Management
Sands Capital Management
Virginia
$1.06B
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$4.23B
4
AIM
ARK Investment Management
Florida
$573M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
$611M
Name Holding Trade Value Shares
Change 		Shares
Change %
Carson Wealth (CWM LLC)
451
Carson Wealth (CWM LLC)
Nebraska
$1.24M -$3.22M -49,811 -72%
API
452
Advisor Partners II
California
$1.24M -$39.6K -613 -3%
AWA
453
Alta Wealth Advisors
Massachusetts
$1.22M -$15.5K -240 -1%
LBWM
454
Left Brain Wealth Management
Illinois
$1.19M +$1.19M +18,366 New
SWP
455
Stratos Wealth Partners
Ohio
$1.18M +$19.3K +298 +2%
LSA
456
L & S Advisors
California
$1.17M -$302K -4,681 -21%
IVP
457
Intrinsic Value Partners
Arizona
$1.15M -$11.9K -184 -1%
FP
458
Financial Perspectives
Minnesota
$1.15M -$1.29K -20 -0.1%
BF
459
BOK Financial
Oklahoma
$1.14M -$22.4K -347 -2%
MA
460
Montag & Associates
Georgia
$1.13M -$452 -7 -0%
TIM
461
Thornburg Investment Management
New Mexico
$1.13M – – –
MFG
462
Merit Financial Group
Georgia
$1.13M +$590K +9,138 +110%
LP
463
LMR Partners
United Kingdom
$1.12M – – –
GBWM
464
Granite Bay Wealth Management
New Hampshire
$1.12M +$60.5K +936 +6%
BPA
465
Beacon Pointe Advisors
California
$1.12M -$90.8K -1,406 -7%
AP
466
AtonRa Partners
Switzerland
$1.12M -$24.8K -384 -2%
CG
467
Caprock Group
Idaho
$1.11M +$53.2K +824 +5%
GCM
468
Gables Capital Management
Florida
$1.1M -$74.3K -1,150 -6%
YCM
469
Yousif Capital Management
Michigan
$1.1M +$17.4K +270 +2%
BIP
470
Bouvel Investment Partners
Pennsylvania
$1.1M +$38.2K +591 +4%
VCM
471
Vetamer Capital Management
California
$1.09M -$8.59K -133 -0.8%
GKWIM
472
Gerber Kawasaki Wealth & Investment Management
California
$1.08M +$258K +4,000 +31%
CMI
473
Clare Market Investments
Texas
$1.07M +$775K +11,996 +259%
SS
474
Sunbelt Securities
Texas
$1.07M -$2.71K -42 -0.3%
PWM
475
Prosperity Wealth Management
California
$1.07M -$338K -5,225 -24%
17 18
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