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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 %
AWS
576
Arkfeld Wealth Strategies
Nebraska
$884K -$247 -3 -0%
GC
577
Guggenheim Capital
Illinois
$872K -$160K -1,997 -16%
VA
578
Valmark Advisers
Ohio
$871K +$45.5K +568 +6%
IAN
579
Integrated Advisors Network
Texas
$869K -$69.1K -862 -7%
MFG
580
Menard Financial Group
Texas
$869K -$12.3K -153 -1%
UCFA
581
United Capital Financial Advisors
Texas
$865K +$210K +2,626 +32%
PS
582
Principal Securities
Iowa
$865K -$59.3K -740 -6%
CCM
583
Conway Capital Management
California
$864K – – –
CCIA
584
Cherry Creek Investment Advisors
Colorado
$859K – – –
MW
585
Marcum Wealth
Ohio
$855K +$1.76K +22 +0.2%
WMP
586
Wealth Management Partners
Arizona
$854K +$854K +10,654 New
GRP
587
Global Retirement Partners
California
$854K +$36K +449 +4%
MFG
588
Merit Financial Group
Georgia
$852K -$431K -5,378 -34%
CIA
589
Concurrent Investment Advisors
Florida
$852K -$64K -799 -7%
MTWM
590
Masso Torrence Wealth Management
New Jersey
$851K -$35.3K -440 -4%
QWM
591
Quadcap Wealth Management
Texas
$849K -$61.1K -762 -7%
CMI
592
Clare Market Investments
Texas
$847K -$132K -1,650 -14%
RWB
593
RMR Wealth Builders
New Jersey
$845K +$31.1K +388 +4%
LFA
594
Legacy Financial Advisors
Kentucky
$838K +$13.1K +163 +2%
BBA
595
BLB&B Advisors
Pennsylvania
$835K -$120K -1,500 -13%
AIA
596
Angeles Investment Advisors
California
$833K +$32.2K +402 +4%
Pacer Advisors
597
Pacer Advisors
Pennsylvania
$824K -$14.8K -185 -2%
KA
598
Kercheville Advisors
Texas
$822K -$18.4K -230 -2%
MS
599
Maven Securities
Jersey
$819K -$2.04M -25,459 -71%
IEFM
600
IQ EQ Fund Management
Ireland
$816K +$299K +3,737 +58%
22 23
24
25 26