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Shopify

1,068 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 389 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,068
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.03%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
389
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
NFG
676
Nadler Financial Group
Illinois
$383K
BWA
677
Bordeaux Wealth Advisors
California
$382K
BCM
678
Brookstone Capital Management
Illinois
$382K -$33.3K -642 -8%
AIM
679
Aigen Investment Management
New York
$381K -$807K -14,776 -68%
SW
680
SVB Wealth
Massachusetts
$379K -$23.4K -429 -6%
PI
681
Pachira Investments
California
$379K +$72K +1,319 +23%
WSTAM
682
Wilbanks Smith & Thomas Asset Management
Virginia
$378K +$1.42K +26 +0.4%
TCA
683
Transcend Capital Advisors
New Jersey
$375K +$95.6K +1,751 +34%
UCFA
684
United Capital Financial Advisors
Texas
$374K +$20.4K +374 +6%
XT
685
XTX Topco
Cayman Islands
$372K -$356K -6,531 -49%
IWP
686
Icon Wealth Partners
Texas
$372K -$27.1K -496 -7%
ODG
687
O'Dell Group
Ohio
$371K +$55 +1 +0%
SHGA
688
Sand Hill Global Advisors
California
$371K +$29.7K +544 +9%
CAAS
689
Capital Asset Advisory Services
Michigan
$370K -$19.8K -365 -5%
WEG
690
World Equity Group
Illinois
$369K -$33.9K -621 -8%
AFM
691
Abbot Financial Management
Massachusetts
$367K +$21.8K +400 +6%
CG
692
Colony Group
Massachusetts
$366K
CWM
693
Circle Wealth Management
New Jersey
$365K +$104K +1,906 +40%
VCA
694
Verdence Capital Advisors
Maryland
$364K +$364K +6,677 New
VCWA
695
Vanguard Capital Wealth Advisors
Colorado
$360K
LA
696
LexAurum Advisors
Kansas
$360K +$10.2K +187 +3%
BP
697
BBR Partners
New York
$358K
HIIFS
698
Harel Insurance Investments & Financial Services
Israel
$354K +$22.7K +417 +7%
FIA
699
Foundations Investment Advisors
Arizona
$354K -$24.8K -454 -7%
OWA
700
Octavia Wealth Advisors
Ohio
$353K +$48K +880 +16%