SHOP icon

Shopify
SHOP

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 %
SW
676
Simplicity Wealth
New Jersey
$614K -$774K -9,661 -56%
LSPW
677
Lake Street Private Wealth
Illinois
$610K -$117K -1,465 -16%
EPA
678
Element Pointe Advisors
Florida
$607K -$72.8K -908 -11%
PF
679
Phoenix Financial
Israel
$594K +$594K +7,402 New
EFG
680
Everhart Financial Group
Ohio
$594K -$2.24K -28 -0.4%
CFGS
681
Concourse Financial Group Securities
Alabama
$594K -$47.6K -594 -7%
ZDA
682
Zweig-DiMenna Associates
New York
$593K +$593K +7,400 New
CB
683
CNB Bank
Pennsylvania
$593K -$42.7K -533 -7%
EWM
684
Empirical Wealth Management
Washington
$589K -$21.6K -270 -4%
RIA
685
Regal Investment Advisors
Michigan
$589K -$1.97M -24,629 -77%
GS
686
Gagnon Securities
New York
$588K +$1.52K +19 +0.3%
LC
687
Lindbrook Capital
California
$586K +$26.1K +326 +5%
PWM
688
Perigon Wealth Management
California
$585K +$13.3K +166 +2%
FWM
689
Focused Wealth Management
New York
$583K -$62.3K -778 -10%
BLC
690
Brown, Lisle/Cummings
Rhode Island
$583K – – –
CCFM
691
Clear Creek Financial Management
Washington
$578K +$13.8K +172 +2%
DR
692
Davis Rea
Ontario, Canada
$574K – – –
CC
693
Centiva Capital
New York
$572K -$546K -6,810 -49%
AWA
694
Arete Wealth Advisors
Illinois
$568K +$568K +7,123 New
NFG
695
Nadler Financial Group
Illinois
$563K – – –
KLCM
696
KG&L Capital Management
Louisiana
$561K -$408K -5,095 -42%
ZF
697
Zhang Financial
Michigan
$559K – – –
HCA
698
Harbour Capital Advisors
Virginia
$558K -$7.51K -90 -1%
LWA
699
Lantern Wealth Advisors
New York
$557K +$80.1K +1,000 +17%
MA
700
MONECO Advisors
Connecticut
$557K +$26.4K +330 +5%
26 27
28
29 30