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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 %
SWM
601
StoneCrest Wealth Management
Arizona
$805K -$121K -1,512 -13%
CAM
602
Creekmur Asset Management
Illinois
$805K -$61.7K -770 -7%
CC
603
Cypress Capital
Tennessee
$801K – – –
GAG
604
GM Advisory Group
New York
$796K -$214K -2,675 -21%
TCM
605
Triumph Capital Management
Colorado
$795K +$200K +2,495 +34%
IAM
606
Impact Asset Management
$791K +$791K +9,867 New
CWA
607
Canvas Wealth Advisors
Kansas
$790K +$76.6K +956 +11%
GCM
608
Gables Capital Management
Florida
$789K -$377K -4,700 -32%
CPA
609
Cardiff Park Advisors
California
$787K -$56.1K -700 -7%
BCM
610
BluePointe Capital Management
California
$782K -$40.6K -507 -5%
SG Americas Securities
611
SG Americas Securities
New York
$774K -$1.21M -15,084 -61%
AAS
612
Ameritas Advisory Services
Nebraska
$771K -$3.06M -38,187 -80%
XSC
613
X-Square Capital
Puerto Rico
$767K +$74.3K +927 +11%
NIP
614
Nicholas Investment Partners
California
$767K -$2.18M -27,142 -74%
PGFC
615
Peapack-Gladstone Financial Corp
New Jersey
$765K +$173K +2,162 +29%
KNW
616
Kesler Norman & Wride
Utah
$764K +$14.4K +180 +2%
MWA
617
Moser Wealth Advisors
Washington
$755K +$10.3K +128 +1%
AA
618
Axiom Advisory
California
$751K +$11.7K +170 +2%
HWM
619
HB Wealth Management
Georgia
$742K +$39.2K +489 +6%
ZIG
620
Zullo Investment Group
Pennsylvania
$741K +$3.53K +44 +0.5%
KA
621
Kovack Advisors
Florida
$739K +$312K +3,889 +73%
TC
622
TwinBeech Capital
New York
$738K -$5.35M -66,801 -88%
BIM
623
Baldwin Investment Management
Pennsylvania
$738K – – –
Parallax Volatility Advisers
624
Parallax Volatility Advisers
California
$737K -$2.98M -37,206 -80%
CAI
625
Capital Advisors Inc
Oklahoma
$733K -$8.01K -100 -1%
23 24
25
26 27