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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 %
AI
701
Accredited Investors
Minnesota
$353K -$16.4K -300 -4%
CFB
702
Cullen/Frost Bankers
Texas
$351K -$108K -1,984 -24%
WA
703
Wealth Architects
California
$349K -$1.75K -32 -0.5%
HH
704
Hilltop Holdings
Texas
$347K -$11.4K -209 -3%
V
705
ViaWealth
Kansas
$347K +$62.3K +1,141 +22%
HSA
706
HBK Sorce Advisory
Pennsylvania
$347K -$225K -4,130 -39%
WP
707
WMS Partners
Maryland
$346K -$1.53K -28 -0.4%
FIA
708
FNY Investment Advisers
New York
$343K +$16.2K +297 +5%
RFC
709
Regions Financial Corp
Alabama
$342K -$2.45M -44,823 -88%
FWM
710
Focused Wealth Management
New York
$340K +$208K +3,813 +157%
SG
711
StoneX Group
New York
$336K +$336K +6,149 New
SB
712
Strategic Blueprint
Georgia
$334K +$18.4K +337 +6%
LC
713
Lindbrook Capital
California
$332K -$109K -1,998 -25%
ZF
714
Zhang Financial
Michigan
$332K -$10.4K -190 -3%
ACA
715
Aptus Capital Advisors
Alabama
$327K +$76.9K +1,410 +31%
RW
716
Rede Wealth
Virginia
$324K -$11.2K -206 -3%
JIC
717
Johnson Investment Counsel
Ohio
$324K
ABLA
718
Alan B. Lancz & Associates
Ohio
$320K
SC
719
Syon Capital
California
$317K +$317K +5,808 New
CB
720
CNB Bank
Pennsylvania
$316K +$19.3K +354 +7%
HFP
721
Holistic Financial Partners
Indiana
$312K
LA
722
Latitude Advisors
Florida
$311K +$14.7K +270 +5%
CNWM
723
Clay Northam Wealth Management
California
$308K +$26.5K +485 +9%
RhumbLine Advisers
724
RhumbLine Advisers
Massachusetts
$306K +$20.5K +375 +7%
CIA
725
Capital Investment Advisors
Georgia
$304K +$10.3K +189 +4%