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Shopify
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Overview Fund Activity

1,247 hedge funds and large institutions have $65.5B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 465 increasing their positions, 427 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
18.04%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
155
Increased
465
Reduced
427
Closed
98
Calls
$3.02B
Puts
$2.37B
Net Calls
+$647M
Net Calls Change
-$155M

Top Buyers

1
Capital International Investors
1
Capital International Investors
California
$2.85B
2
Baillie Gifford & Co
2
Baillie Gifford & Co
United Kingdom
$5.08B
3
Fidelity Investments
3
Fidelity Investments
Massachusetts
$3.39B
4
Polen Capital Management
4
Polen Capital Management
Florida
$1.52B
5
Fidelity International
5
Fidelity International
Bermuda
$1.13B

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.44B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31B
3
SM
3
SCGE Management
California
$123M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.57B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
WIA
551
World Investment Advisors
California
$1.02M +$543K +6,776 +113%
GCP
552
GSA Capital Partners
United Kingdom
$1.01M +$1.01M +12,617 New
QI
553
Qtron Investments
Massachusetts
$1.01M – – –
EWA
554
EP Wealth Advisors
California
$1M +$209K +2,602 +26%
MIF
555
Mediolanum International Funds
Ireland
$992K – – –
HH
556
Hilltop Holdings
Texas
$990K +$416K +5,185 +72%
VWM
557
Venturi Wealth Management
Texas
$988K -$142K -1,772 -13%
CWM
558
Calamos Wealth Management
Illinois
$982K +$982K +12,252 New
FA
559
Fiduciary Alliance
South Carolina
$982K +$122K +1,519 +14%
CWM
560
Cornerstone Wealth Management
Missouri
$964K – – –
KJHP
561
K.J. Harrison & Partners
Ontario, Canada
$961K +$961K +11,630 New
CCA
562
Cravens & Co Advisors
Tennessee
$951K -$99.8K -1,245 -9%
FIM
563
Freedom Investment Management
Connecticut
$950K -$99.9K -1,246 -10%
CWS
564
Confluence Wealth Services
Pennsylvania
$947K -$15.1K -188 -2%
ECM
565
Evergreen Capital Management
Washington
$946K +$104K +1,298 +12%
WC
566
Woodstock Corp
Massachusetts
$945K – – –
ACH
567
ArrowMark Colorado Holdings
Colorado
$938K – – –
RC
568
Roundview Capital
New Jersey
$934K -$103K -1,280 -10%
AFM
569
Abbot Financial Management
Massachusetts
$934K +$20.1K +251 +2%
MCM
570
MAI Capital Management
Ohio
$929K -$57.9K -722 -6%
SFA
571
Souders Financial Advisors
Ohio
$928K +$4.73K +59 +0.5%
MAM
572
MWA Asset Management
Massachusetts
$927K -$104K -1,292 -10%
WSCM
573
Wellington Shields Capital Management
New York
$922K -$321K -4,000 -26%
RSWM
574
Robertson Stephens Wealth Management
California
$918K -$16.4K -205 -2%
PIA
575
Perennial Investment Advisors
California
$912K -$30.5K -380 -3%
21 22
23
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