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Shopify

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
Name Holding Trade Value Shares
Change
Shares
Change %
PPP
651
Private Portfolio Partners
New Jersey
$599K -$89.9K -1,165 -13%
QCG
652
Quadrant Capital Group
Ohio
$598K +$29.4K +381 +5%
VCA
653
Verdence Capital Advisors
Maryland
$597K -$5.33K -69 -0.9%
BCM
654
Brookstone Capital Management
Illinois
$590K +$20.1K +260 +4%
LC
655
Lindbrook Capital
California
$581K +$76K +985 +15%
V
656
ViaWealth
Kansas
$581K -$23.2K -300 -4%
BLC
657
Brown, Lisle/Cummings
Rhode Island
$575K
AIA
658
Angeles Investment Advisors
California
$572K -$32.6K -422 -5%
OIM
659
Oder Investment Management
California
$571K -$39.1K -507 -6%
EFG
660
Everhart Financial Group
Ohio
$570K +$6.87K +89 +1%
CB
661
CNB Bank
Pennsylvania
$569K +$46.9K +608 +9%
HWM
662
HB Wealth Management
Georgia
$568K +$142K +1,841 +33%
SG
663
StoneX Group
New York
$566K -$43.6K -565 -7%
Fiera Capital (Canada)
664
Fiera Capital (Canada)
Quebec, Canada
$555K -$35.1K -452 -6%
SA
665
Strategic Advisors
New York
$555K -$1.48M -19,116 -73%
DR
666
Davis Rea
Ontario, Canada
$552K -$8.88K -115 -2%
BP
667
BBR Partners
New York
$552K
WWP
668
Waypoint Wealth Partners
California
$552K
WE
669
Wealth Effects
Massachusetts
$551K -$141K -1,830 -20%
AC
670
Armistice Capital
New York
$549K +$58.1K +753 +12%
FIA
671
Foundations Investment Advisors
Arizona
$546K -$160K -2,075 -23%
GS
672
Gagnon Securities
New York
$545K -$19.3K -250 -3%
IWM
673
IHT Wealth Management
Illinois
$545K -$1.13M -14,653 -67%
DAS
674
Diversify Advisory Services
Utah
$545K +$545K +6,966 New
CFGS
675
Concourse Financial Group Securities
Alabama
$544K +$125K +1,626 +30%