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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
17.42%
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 %
AA
601
Axiom Advisory
California
$710K +$710K +10,710 New
FA
602
Fiduciary Alliance
South Carolina
$709K +$276K +4,174 +64%
CCIA
603
Cherry Creek Investment Advisors
Colorado
$708K -$132K -2,000 -16%
MW
604
Marcum Wealth
Ohio
$703K +$48.4K +733 +7%
TSW
605
Three Seasons Wealth
Utah
$700K +$700K +10,601 New
CPA
606
Cardiff Park Advisors
California
$695K +$9.25K +140 +1%
ECM
607
Evergreen Capital Management
Washington
$694K +$79.3K +1,201 +13%
KA
608
Kercheville Advisors
Texas
$693K -$1.11M -16,750 -62%
Pacer Advisors
609
Pacer Advisors
Pennsylvania
$692K -$26.8K -405 -4%
AIM
610
Aigen Investment Management
New York
$684K +$222K +3,360 +48%
VA
611
Valmark Advisers
Ohio
$680K +$128K +1,941 +23%
LFA
612
Legacy Financial Advisors
Kentucky
$680K +$87.5K +1,324 +15%
BCM
613
BluePointe Capital Management
California
$678K -$75.8K -1,148 -10%
TA
614
Tectonic Advisors
Texas
$674K +$426K +6,455 +172%
GRP
615
Global Retirement Partners
California
$674K +$13.4K +203 +2%
RWB
616
RMR Wealth Builders
New Jersey
$671K -$59.8K -906 -8%
CA
617
Crewe Advisors
Utah
$668K +$43.9K +664 +7%
DAS
618
Diversify Advisory Services
Utah
$668K +$207K +3,131 +45%
MGM
619
Miura Global Management
New York
$661K -$1.65M -25,000 -71%
CC
620
Cypress Capital
Tennessee
$661K – – –
AIA
621
Angeles Investment Advisors
California
$660K +$170K +2,575 +35%
BMCM
622
Bryn Mawr Capital Management
Pennsylvania
$654K +$654K +9,897 New
EWA
623
EP Wealth Advisors
California
$654K -$126K -1,907 -16%
WAG
624
Wallace Advisory Group
California
$652K +$652K +9,875 New
RCA
625
Roberts Capital Advisors
Colorado
$650K – – –
23 24
25
26 27