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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
Capital International Investors
California
$2.85B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$5.08B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.39B
4
Polen Capital Management
Polen Capital Management
Florida
$1.52B
5
Fidelity International
Fidelity International
Bermuda
$1.13B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
2
Morgan Stanley
Morgan Stanley
New York
$3.31B
3
SM
SCGE Management
California
$123M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.57B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
BFA
651
Benedict Financial Advisors
Georgia
$664K -$2.73K -34 -0.4%
DTL
652
Dynamic Technology Lab
Singapore
$660K +$660K +8,241 New
RSA
653
River Street Advisors
Illinois
$660K -$7.61K -95 -1%
SG
654
StoneX Group
New York
$657K +$30.9K +385 +5%
TFM
655
TFC Financial Management
Massachusetts
$656K – – –
AC
656
Avestar Capital
New York
$652K -$442K -5,511 -40%
LWAM
657
Legacy Wealth Asset Management
Minnesota
$651K +$12.3K +154 +2%
CIM
658
Confluence Investment Management
Missouri
$651K -$91.8K -1,145 -12%
RA
659
RFG Advisory
Alabama
$649K +$649K +8,098 New
WCAMG
660
Woodard & Company Asset Management Group
North Carolina
$645K – – –
SIC
661
Schwartz Investment Counsel
Michigan
$641K – – –
PPP
662
Private Portfolio Partners
New Jersey
$641K -$99K -1,235 -13%
MSFS
663
Main Street Financial Solutions
Pennsylvania
$639K +$90.5K +1,129 +17%
WAG
664
Wallace Advisory Group
California
$639K -$13.5K -204 -2%
TSWM
665
Tyler-Stone Wealth Management
Ohio
$635K +$317K +3,960 +100%
MCM
666
Manchester Capital Management
Vermont
$632K – – –
FIA
667
Foundations Investment Advisors
Arizona
$630K +$118K +1,473 +23%
SCP
668
Sivia Capital Partners
California
$629K +$103K +1,286 +20%
BBW
669
Blue Barn Wealth
Utah
$626K +$128K +1,593 +26%
QCG
670
Quadrant Capital Group
Ohio
$625K +$2.48K +31 +0.4%
Millennium Management
671
Millennium Management
New York
$623K -$1.95M -24,336 -76%
Verition Fund Management
672
Verition Fund Management
Connecticut
$620K -$3.97M -49,570 -86%
MGWM
673
Marks Group Wealth Management
Minnesota
$620K +$34.1K +426 +6%
XWM
674
Xcel Wealth Management
Florida
$617K +$107K +1,338 +21%
WSFS
675
Wilmington Savings Fund Society
Delaware
$615K +$615K +7,679 New
25 26
27
28 29