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Shopify
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Overview Fund Activity

1,471 hedge funds and large institutions have $88.9B invested in Shopify in 2024 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 422 increasing their positions, 524 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+224
Holders Change %
+17.96%
% of All Funds
19.58%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
0.6%
New
315
Increased
422
Reduced
524
Closed
66
Calls
$3.93B
Puts
$2.91B
Net Calls
+$1.02B
Net Calls Change
+$376M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$592M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$409M
4
SM
SCGE Management
California
+$228M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$382M
5
Artisan Partners
Artisan Partners
Wisconsin
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
KNW
676
Kesler Norman & Wride
Utah
$1M -$11.5K -108 -1%
BAM
677
Blueshift Asset Management
New Jersey
$997K +$417K +3,918 +72%
CWA
678
Canvas Wealth Advisors
Kansas
$996K -$51.6K -485 -5%
SIG
679
Stonegate Investment Group
Alabama
$994K -$2.65M -24,906 -73%
XSC
680
X-Square Capital
Puerto Rico
$989K -$28.7K -270 -3%
ZIG
681
Zullo Investment Group
Pennsylvania
$989K +$6.06K +57 +0.6%
NWM
682
Napa Wealth Management
California
$982K +$982K +9,237 New
BP
683
BNP Paribas
France
$965K +$722K +6,792 +297%
WEG
684
World Equity Group
Illinois
$964K +$497K +4,678 +107%
ACA
685
Aptus Capital Advisors
Alabama
$957K +$313K +2,945 +49%
LIA
686
LBMC Investment Advisors
Tennessee
$952K – – –
CAI
687
Capital Advisors Inc
Oklahoma
$950K -$22.3K -210 -2%
WA
688
Wealth Alliance
New York
$949K -$5.42K -51 -0.6%
SVWAG
689
Sound View Wealth Advisors Group
Georgia
$948K -$1.6K -15 -0.2%
AIM
690
Arcadia Investment Management
Michigan
$947K – – –
KA
691
Kercheville Advisors
Texas
$942K -$149K -1,400 -14%
WJWM
692
Williams Jones Wealth Management
New York
$938K – – –
IWM
693
IHT Wealth Management
Illinois
$937K +$36.6K +344 +4%
WA
694
Waverly Advisors
Alabama
$934K +$606K +5,701 +185%
DWM
695
Dakota Wealth Management
Florida
$928K -$19.7K -185 -2%
RA
696
RFG Advisory
Alabama
$926K +$64.6K +608 +8%
AC
697
Avestar Capital
New York
$925K +$60.4K +568 +7%
PTC
698
Private Trust Company
Ohio
$922K -$19.5K -183 -2%
JWM
699
Jacksonville Wealth Management
Florida
$914K +$914K +8,600 New
LSAG
700
Lake Street Advisors Group
New Hampshire
$910K +$644K +6,058 +242%
26 27
28
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