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Shopify
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Overview Fund Activity

1,198 hedge funds and large institutions have $53.8B invested in Shopify in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 531 increasing their positions, 348 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-14
Holders Change %
-1.16%
% of All Funds
17.42%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
146
Increased
531
Reduced
348
Closed
141
Calls
$2.58B
Puts
$1.78B
Net Calls
+$802M
Net Calls Change
-$173M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$918M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$746M
3
Capital International Investors
Capital International Investors
California
+$706M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$270M
5
Ameriprise
Ameriprise
Minnesota
+$178M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.61B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$503M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$430M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$406M
5
Fidelity International
Fidelity International
Bermuda
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
RIA
701
Realta Investment Advisors
Delaware
$469K -$51.3K -777 -10%
VCWA
702
Vanguard Capital Wealth Advisors
Colorado
$469K +$33K +500 +8%
GM
703
GeoWealth Management
Illinois
$468K +$214K +3,240 +84%
CCFM
704
Clear Creek Financial Management
Washington
$465K +$35.8K +542 +8%
HSA
705
HBK Sorce Advisory
Pennsylvania
$465K +$34.5K +522 +8%
NFG
706
Nadler Financial Group
Illinois
$464K – – –
GWMR
707
GC Wealth Management RIA
Massachusetts
$463K +$463K +7,003 New
PI
708
PFG Investments
New York
$462K +$139K +2,105 +43%
LC
709
Lindbrook Capital
California
$462K -$36.1K -547 -7%
NFSG
710
Newbridge Financial Services Group
Florida
$461K -$199K -3,020 -30%
WA
711
Wealth Alliance
New York
$461K +$95.6K +1,448 +26%
ZF
712
Zhang Financial
Michigan
$460K – – –
Fiera Capital (Canada)
713
Fiera Capital (Canada)
Quebec, Canada
$458K -$15.4K -233 -3%
OWA
714
Octavia Wealth Advisors
Ohio
$452K +$727 +11 +0.2%
MSFS
715
Main Street Financial Solutions
Pennsylvania
$452K -$286K -4,335 -39%
GC
716
GFG Capital
Florida
$445K +$445K +6,731 New
PM
717
Pembroke Management
Quebec, Canada
$444K +$184K +2,032 +71%
GC
718
Gilbert & Cook
Iowa
$442K +$201K +3,036 +83%
NS
719
NBC Securities
Alabama
$440K +$336K +5,083 +322%
HCA
720
Harbour Capital Advisors
Virginia
$438K -$3.23K -50 -0.7%
MA
721
MONECO Advisors
Connecticut
$437K +$437K +6,618 New
ACI
722
Alpha Cubed Investments
California
$436K -$13M -197,473 -97%
LA
723
LexAurum Advisors
Kansas
$435K +$1.78K +27 +0.4%
SCP
724
Sivia Capital Partners
California
$433K -$22.5K -341 -5%
LWM
725
Lakeridge Wealth Management
Ohio
$433K -$12.6K -190 -3%
27 28
29
30 31