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Shopify
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Overview Fund Activity

1,471 hedge funds and large institutions have $88.9B invested in Shopify in 2024 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 422 increasing their positions, 524 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+224
Holders Change %
+17.96%
% of All Funds
19.58%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
0.6%
New
315
Increased
422
Reduced
524
Closed
66
Calls
$3.93B
Puts
$2.91B
Net Calls
+$1.02B
Net Calls Change
+$376M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$592M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$409M
4
SM
SCGE Management
California
+$228M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$382M
5
Artisan Partners
Artisan Partners
Wisconsin
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOSSRA
626
B.O.S.S. Retirement Advisors
Utah
$1.2M +$1.2M +11,321 New
IAN
627
Integrated Advisors Network
Texas
$1.2M +$48.7K +458 +4%
UCFA
628
United Capital Financial Advisors
Texas
$1.19M +$45.7K +430 +4%
WI
629
WrapManager Inc
California
$1.19M -$250K -2,348 -17%
GRP
630
Global Retirement Partners
California
$1.19M +$60.4K +568 +5%
MAM
631
MWA Asset Management
Massachusetts
$1.19M -$38.4K -361 -3%
WSCM
632
Wellington Shields Capital Management
New York
$1.19M -$31.9K -300 -3%
LFA
633
Legacy Financial Advisors
Kentucky
$1.19M +$79.6K +749 +7%
QWM
634
Quadcap Wealth Management
Texas
$1.17M +$46.4K +436 +4%
EWA
635
EP Wealth Advisors
California
$1.17M -$156K -1,467 -12%
PP
636
PDS Planning
Ohio
$1.17M +$233K +2,187 +25%
RWB
637
RMR Wealth Builders
New Jersey
$1.15M +$32.4K +305 +3%
RSWM
638
Robertson Stephens Wealth Management
California
$1.15M -$64.4K -606 -5%
QIM
639
Quest Investment Management
Oregon
$1.15M +$1.15M +10,828 New
SWM
640
StoneCrest Wealth Management
Arizona
$1.15M +$82.3K +774 +8%
CCIA
641
Cherry Creek Investment Advisors
Colorado
$1.14M +$1.38K +13 +0.1%
VA
642
Valmark Advisers
Ohio
$1.14M -$15.7K -148 -1%
BCM
643
Bayesian Capital Management
New York
$1.13M -$6.55M -61,578 -85%
WMP
644
Wealth Management Partners
Arizona
$1.13M -$7.44K -70 -0.7%
Pacer Advisors
645
Pacer Advisors
Pennsylvania
$1.12M +$29.1K +274 +3%
KA
646
Kovack Advisors
Florida
$1.12M +$142K +1,331 +14%
HCM
647
Highview Capital Management
Illinois
$1.12M +$1.12M +10,549 New
MPPLM
648
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.12M +$422K +3,970 +60%
GPWM
649
Grant Private Wealth Management
California
$1.12M +$1.12M +10,494 New
MTWM
650
Masso Torrence Wealth Management
New Jersey
$1.11M -$20.2K -190 -2%
24 25
26
27 28