SHOP icon

Shopify
SHOP

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 %
CW
701
CreativeOne Wealth
Kansas
$494K +$190K +2,456 +62%
WA
702
Wealth Architects
California
$494K – – –
EWM
703
Evercore Wealth Management
New York
$493K -$222K -2,875 -31%
EW
704
Evoke Wealth
California
$491K +$491K +6,365 New
SB
705
Strategic Blueprint
Georgia
$490K +$27.2K +352 +6%
FWM
706
Focused Wealth Management
New York
$489K +$7.72K +100 +2%
BCM
707
BluePath Capital Management
Georgia
$488K -$22.9K -297 -4%
LCM
708
Lazari Capital Management
California
$484K -$22.8K -295 -4%
SC
709
Syon Capital
California
$483K -$2.31M -29,984 -83%
LNC
710
Lincoln National Corp
Pennsylvania
$480K -$130K -1,681 -21%
SWM
711
SeaCrest Wealth Management
New York
$478K +$29.5K +382 +7%
GT
712
Greenleaf Trust
Michigan
$475K +$475K +6,156 New
AFA
713
AA Financial Advisors
Ohio
$474K +$474K +6,146 New
MIM
714
Moseley Investment Management
Florida
$474K +$97.9K +1,268 +26%
WP
715
WMS Partners
Maryland
$473K +$11.7K +152 +3%
SW
716
SVB Wealth
Massachusetts
$472K -$85.3K -1,106 -15%
AWA
717
Arkadios Wealth Advisors
Georgia
$471K -$89.5K -1,160 -16%
EP
718
Edgestream Partners
New Jersey
$469K +$224K +2,905 +91%
CWM
719
CIBC World Markets
New York
$463K +$463K +6,000 New
FI
720
FWG Investments
Kentucky
$461K -$6.56K -85 -1%
RW
721
Rede Wealth
Virginia
$458K – – –
OWMIAS
722
One Wealth Management Investment & Advisory Services
Florida
$456K -$8.49K -110 -2%
MGWM
723
Marks Group Wealth Management
Minnesota
$455K +$13.9K +180 +3%
BHPW
724
Beverly Hills Private Wealth
California
$454K -$151K -1,955 -25%
CGL
725
Clarius Group LLC
Washington
$451K -$83.5K -1,082 -16%
27 28
29
30 31