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Shopify
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Overview Fund Activity

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

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
NFG
676
Nadler Financial Group
Illinois
$542K – – –
AIM
677
Aigen Investment Management
New York
$539K -$316K -4,101 -37%
ODG
678
O'Dell Group
Ohio
$539K +$5.4K +70 +1%
ZF
679
Zhang Financial
Michigan
$538K – – –
XS
680
XR Securities
Illinois
$536K +$536K +6,947 New
HCA
681
Harbour Capital Advisors
Virginia
$533K +$105K +1,350 +25%
SCP
682
Sivia Capital Partners
California
$533K +$34.6K +448 +7%
WSTAM
683
Wilbanks Smith & Thomas Asset Management
Virginia
$528K -$5.25K -68 -1%
OWA
684
Octavia Wealth Advisors
Ohio
$527K -$83.7K -1,084 -14%
HH
685
Hilltop Holdings
Texas
$522K -$15.1K -196 -3%
LWM
686
Lakeridge Wealth Management
Ohio
$521K -$23.2K -300 -4%
RCG
687
Regatta Capital Group
California
$515K -$36.7K -475 -7%
FA
688
Fiduciary Alliance
South Carolina
$513K +$289K +3,690 +129%
MFA
689
Mayflower Financial Advisors
Massachusetts
$511K -$12.9K -167 -2%
EGM
690
Engineers Gate Manager
New York
$510K -$351K -4,544 -41%
VCWA
691
Vanguard Capital Wealth Advisors
Colorado
$509K – – –
LA
692
LexAurum Advisors
Kansas
$506K +$77 +1 +0%
HSA
693
HBK Sorce Advisory
Pennsylvania
$502K +$20.5K +266 +4%
CCFM
694
Clear Creek Financial Management
Washington
$502K +$176K +2,282 +54%
UOC
695
UBS O'Connor
Illinois
$502K +$502K +6,500 New
WGC
696
Watts Gwilliam & Co
Arizona
$499K +$499K +8,600 New
AI
697
Accredited Investors
Minnesota
$499K – – –
PVI
698
Pine Valley Investments
New Jersey
$498K -$42.2K -547 -8%
CFD
699
Creative Financial Designs
Indiana
$498K -$243K -3,145 -33%
PWLP
700
Prio Wealth Limited Partnership
Massachusetts
$496K -$57.5K -745 -10%
26 27
28
29 30