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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 %
PP
651
PDS Planning
Ohio
$572K +$5.61K +85 +1%
XSC
652
X-Square Capital
Puerto Rico
$571K +$10.9K +165 +2%
GWM
653
Geneos Wealth Management
Colorado
$568K +$252K +3,819 +80%
FWP
654
FAS Wealth Partners
Kansas
$567K -$1.32K -20 -0.2%
TI
655
Tidal Investments
Wisconsin
$562K +$288K +4,367 +105%
EPA
656
Element Pointe Advisors
Florida
$560K – – –
ATS
657
Ashton Thomas Securities
New York
$555K +$555K +8,021 New
IFWM
658
Institute for Wealth Management
Colorado
$554K +$300K +4,546 +118%
OIM
659
Oder Investment Management
California
$551K +$62.2K +942 +13%
RSA
660
River Street Advisors
Illinois
$550K +$19.8K +300 +4%
BFA
661
Benedict Financial Advisors
Georgia
$549K +$253K +3,833 +86%
DAS
662
Dynamic Advisor Solutions
Arizona
$541K +$14.5K +219 +3%
TFM
663
TFC Financial Management
Massachusetts
$540K – – –
UCFA
664
United Capital Financial Advisors
Texas
$540K +$12.7K +192 +2%
ODG
665
O'Dell Group
Ohio
$539K – – –
Optiver Holding
666
Optiver Holding
Netherlands
$539K -$12.6M -191,034 -96%
Fifth Third Bancorp
667
Fifth Third Bancorp
Ohio
$535K -$29.7K -450 -5%
FWM
668
Focused Wealth Management
New York
$532K +$113K +1,713 +27%
WCAMG
669
Woodard & Company Asset Management Group
North Carolina
$532K -$793 -12 -0.1%
CFGS
670
Concourse Financial Group Securities
Alabama
$529K +$62.7K +949 +13%
SIC
671
Schwartz Investment Counsel
Michigan
$528K – – –
CWA
672
Canvas Wealth Advisors
Kansas
$527K +$275K +4,650 +110%
LWAM
673
Legacy Wealth Asset Management
Minnesota
$527K +$10.6K +160 +2%
V
674
ViaWealth
Kansas
$524K +$27.4K +415 +6%
CB
675
CNB Bank
Pennsylvania
$524K +$36.7K +556 +8%
25 26
27
28 29