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Shopify
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Overview Fund Activity

1,198 hedge funds and large institutions have $53.8B invested in Shopify in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 531 increasing their positions, 348 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-14
Holders Change %
-1.16%
% of All Funds
17.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
146
Increased
531
Reduced
348
Closed
141
Calls
$2.58B
Puts
$1.78B
Net Calls
+$802M
Net Calls Change
-$173M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$918M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$746M
3
Capital International Investors
Capital International Investors
California
+$706M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$270M
5
Ameriprise
Ameriprise
Minnesota
+$178M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.61B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$503M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$430M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$406M
5
Fidelity International
Fidelity International
Bermuda
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
GCM
526
Gables Capital Management
Florida
$961K -$126K -1,910 -12%
VFA
527
Valeo Financial Advisors
Indiana
$956K -$8.12K -123 -0.8%
SS
528
Sunbelt Securities
Texas
$951K +$60.4K +915 +7%
FTDI
529
First Trust Direct Indexing
Massachusetts
$945K -$51.6K -781 -5%
MIC
530
Means Investment Company
Maine
$942K -$9.84K -149 -1%
IAIM
531
International Assets Investment Management
Florida
$939K -$147K -2,225 -14%
PCS
532
Personal CFO Solutions
New Jersey
$939K +$939K +14,209 New
SGI
533
Summit Global Investments
Utah
$937K +$719K +10,880 +329%
VWM
534
Venturi Wealth Management
Texas
$931K +$202K +3,060 +28%
BCM
535
BlueMar Capital Management
Florida
$928K +$158K +2,399 +21%
AA
536
Ancora Advisors
Ohio
$927K -$35K -530 -4%
CC
537
Centiva Capital
New York
$922K +$839K +12,709 +1,022%
IVP
538
Intrinsic Value Partners
Arizona
$919K -$132 -2 -0%
OWMIAS
539
One Wealth Management Investment & Advisory Services
Florida
$906K +$516K +7,805 +132%
SGA
540
Seaport Global Advisors
Massachusetts
$903K +$55.9K +847 +7%
AC
541
Avestar Capital
New York
$901K +$306K +4,640 +52%
PCIA
542
Prime Capital Investment Advisors
Kansas
$899K -$579K -8,759 -39%
CA
543
Corrado Advisors
New Jersey
$898K – – –
BFG
544
Bleakley Financial Group
New Jersey
$892K -$186K -2,812 -17%
WANY
545
Wealthspire Advisors (New York)
New York
$886K +$660K +9,987 +292%
AWM
546
Avior Wealth Management
Nebraska
$879K +$11.2K +170 +1%
WPW
547
Watershed Private Wealth
Illinois
$867K – – –
AWA
548
Arkadios Wealth Advisors
Georgia
$867K +$463K +7,017 +115%
CCA
549
Cravens & Co Advisors
Tennessee
$866K +$185K +2,795 +27%
FIM
550
Freedom Investment Management
Connecticut
$866K -$350K -5,306 -29%
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