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Shopify
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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 %
PWM
601
Perigon Wealth Management
California
$756K -$617 -8 -0.1%
ZIG
602
Zullo Investment Group
Pennsylvania
$754K -$77.2K -1,000 -9%
KNW
603
Kesler Norman & Wride
Utah
$749K +$11K +142 +1%
LSPW
604
Lake Street Private Wealth
Illinois
$747K +$132K +1,705 +21%
CA
605
Crewe Advisors
Utah
$729K +$729K +9,449 New
ECM
606
Evergreen Capital Management
Washington
$718K +$40.7K +527 +6%
BIM
607
Baldwin Investment Management
Pennsylvania
$712K – – –
SVWAG
608
Sound View Wealth Advisors Group
Georgia
$710K +$14.6K +189 +2%
PI
609
PineBridge Investments
New York
$710K -$244K -2,332 -26%
MWM
610
Mission Wealth Management
California
$706K +$4.24K +55 +0.6%
CIM
611
Confluence Investment Management
Missouri
$699K +$18.7K +242 +3%
AC
612
Avestar Capital
New York
$695K +$45.1K +585 +7%
LFA
613
Legacy Financial Advisors
Kentucky
$692K +$19.1K +247 +3%
AIM
614
Arcadia Investment Management
Michigan
$688K – – –
IWA
615
Icon Wealth Advisors
Texas
$686K +$47.2K +611 +7%
PTC
616
Private Trust Company
Ohio
$680K -$51.5K -667 -7%
MWA
617
Moser Wealth Advisors
Washington
$666K +$101K +1,315 +18%
FWP
618
FAS Wealth Partners
Kansas
$664K -$143K -1,850 -18%
PP
619
PDS Planning
Ohio
$662K +$17.4K +225 +3%
Fifth Third Bancorp
620
Fifth Third Bancorp
Ohio
$659K +$25.6K +332 +4%
LCM
621
Laurion Capital Management
New York
$658K +$511K +6,625 +349%
GDP
622
Great Diamond Partners
Maine
$657K +$130K +1,690 +25%
EPA
623
Element Pointe Advisors
Florida
$655K – – –
JWCA
624
J.W. Cole Advisors
Florida
$651K +$23K +296 +4%
RCA
625
Roberts Capital Advisors
Colorado
$650K +$650K +8,423 New
23 24
25
26 27