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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 %
IFWM
626
Institute for Wealth Management
Colorado
$728K +$56.2K +701 +8%
WGC
627
Watts Gwilliam & Co
Arizona
$723K +$723K +8,760 New
WA
628
Wealth Alliance
New York
$719K +$160K +2,000 +29%
GIA
629
Gladstone Institutional Advisory
Florida
$718K -$255K -3,186 -26%
LIA
630
LBMC Investment Advisors
Tennessee
$717K – – –
SVWAG
631
Sound View Wealth Advisors Group
Georgia
$716K -$31.8K -397 -4%
DWM
632
Dakota Wealth Management
Florida
$715K +$92.7K +1,157 +15%
AIM
633
Arcadia Investment Management
Michigan
$714K – – –
ATS
634
Ashton Thomas Securities
New York
$710K +$66.8K +834 +10%
PTC
635
Private Trust Company
Ohio
$710K +$11.8K +147 +2%
V
636
ViaWealth
Kansas
$709K +$72.9K +910 +11%
MCM
637
Moore Capital Management
New York
$708K +$708K +8,831 New
WJWM
638
Williams Jones Wealth Management
New York
$707K +$321K +4,000 +83%
NS
639
NBC Securities
Alabama
$705K +$172K +2,146 +32%
GAM
640
Grandview Asset Management
Pennsylvania
$704K -$16K -200 -2%
DAS
641
Dynamic Advisor Solutions
Arizona
$703K +$46.9K +585 +7%
ODG
642
O'Dell Group
Ohio
$703K +$143K +1,786 +26%
PP
643
PDS Planning
Ohio
$703K +$8.66K +108 +1%
MFA
644
Mayflower Financial Advisors
Massachusetts
$699K -$2.4K -30 -0.3%
ACI
645
Alpha Cubed Investments
California
$691K +$163K +2,028 +31%
FWP
646
FAS Wealth Partners
Kansas
$682K -$5.61K -70 -0.8%
IWM
647
IHT Wealth Management
Illinois
$678K +$80.9K +1,011 +14%
RCA
648
Roberts Capital Advisors
Colorado
$675K – – –
Fifth Third Bancorp
649
Fifth Third Bancorp
Ohio
$670K +$21.1K +263 +3%
TRCT
650
Tower Research Capital (TRC)
New York
$665K +$576K +7,193 +649%
24 25
26
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