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Overview Fund Activity

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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
Wealthfront Advisers
551
Wealthfront Advisers
California
$915K +$244K +3,161 +36%
Carson Wealth (CWM LLC)
552
Carson Wealth (CWM LLC)
Nebraska
$913K -$716K -9,282 -44%
EWA
553
EP Wealth Advisors
California
$911K +$12.3K +160 +1%
AWA
554
Arete Wealth Advisors
Illinois
$910K -$258K -3,335 -22%
WC
555
Woodstock Corp
Massachusetts
$910K – – –
ACH
556
ArrowMark Colorado Holdings
Colorado
$903K – – –
EWM
557
Empirical Wealth Management
Washington
$903K +$250K +3,242 +38%
SWS
558
SYSTM Wealth Solutions
Illinois
$902K +$667K +8,649 +285%
OIA
559
OneDigital Investment Advisors
Kansas
$900K -$1.24K -16 -0.1%
BCM
560
BlueMar Capital Management
Florida
$899K -$263K -3,411 -23%
PIA
561
Perennial Investment Advisors
California
$898K -$71.6K -928 -7%
CG
562
Caprock Group
Idaho
$898K +$9.65K +125 +1%
RSWM
563
Robertson Stephens Wealth Management
California
$897K – – –
QWM
564
Quadcap Wealth Management
Texas
$892K +$1.31K +17 +0.1%
CL
565
Choreo LLC
Illinois
$889K +$110K +1,426 +14%
FFA
566
Farther Finance Advisors
California
$887K -$266K -3,406 -23%
YIH
567
Y-Intercept (HK)
Hong Kong
$884K +$884K +11,456 New
BCM
568
BluePointe Capital Management
California
$881K – – –
AFG
569
Atomi Financial Group
New York
$874K +$117K +1,510 +15%
MTWM
570
Masso Torrence Wealth Management
New Jersey
$872K – – –
PS
571
Principal Securities
Iowa
$869K +$190K +2,460 +28%
MSFS
572
Main Street Financial Solutions
Pennsylvania
$863K -$183K -2,368 -17%
GAG
573
GM Advisory Group
New York
$861K +$290K +3,757 +51%
SFA
574
Souders Financial Advisors
Ohio
$861K -$47.5K -615 -5%
GAM
575
Griffin Asset Management
New York
$858K -$61K -790 -7%
21 22
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