We are live on ! Find out more
SHOP icon

Shopify

1,147 hedge funds and large institutions have $51.9B invested in Shopify in 2022 Q1 according to their latest regulatory filings, with 153 funds opening new positions, 504 increasing their positions, 362 reducing their positions, and 342 closing their positions.

New
Increased
Maintained
Reduced
Closed

97% more call options, than puts

Call options by funds: $14.5B | Put options by funds: $7.36B

39% more repeat investments, than reductions

Existing positions increased: 504 | Existing positions reduced: 362

15% less funds holding

Funds holding: 1,3501,147 (-203)

17.79% less ownership

Funds ownership: 694.68%676.89% (-18%)

41% less funds holding in top 10

Funds holding in top 10: 8550 (-35)

52% less capital invested

Capital invested by funds: $107B → $51.9B (-$55.5B)

55% less first-time investments, than exits

New positions opened: 153 | Existing positions closed: 342

Holders
1,147
Holders Change
-203
Holders Change %
-15.04%
% of All Funds
18.09%
Holding in Top 10
50
Holding in Top 10 Change
-35
Holding in Top 10 Change %
-41.18%
% of All Funds
0.79%
New
153
Increased
504
Reduced
362
Closed
342
Calls
$14.5B
Puts
$7.36B
Net Calls
+$7.15B
Net Calls Change
+$3.92B
Name Holding Trade Value Shares
Change
Change in
Stake
KA
726
Kozak & Associates
Colorado
$379K
AIM
727
Anchor Investment Management
South Carolina
$379K -$50.9K -620 -10%
AF
728
Advisornet Financial
Minnesota
$378K +$153K +1,860 +50%
Rafferty Asset Management
729
Rafferty Asset Management
New York
$378K +$195K +2,380 +74%
WMA
730
Wealth Management Associates
New Jersey
$376K +$457K +5,560 New
CWG
731
Cornerstone Wealth Group
North Carolina
$373K +$5.75K +70 +1%
DA
732
Duality Advisers
Florida
$373K +$453K +5,520 New
WMSA
733
Weiss Multi-Strategy Advisers
New York
$369K -$786K -9,570 -64%
MFA
734
Mayflower Financial Advisors
Massachusetts
$367K -$1.64K -20 -0.4%
FCB
735
First Command Bank
Texas
$366K +$41.1K +500 +10%
FCFS
736
First Command Financial Services
Texas
$366K +$41.1K +500 +10%
DI
737
Diligent Investors
California
$366K +$306K +3,730 +222%
GCP
738
Gill Capital Partners
Colorado
$366K +$444K +5,410 New
9WM
739
9258 Wealth Management
Ohio
$365K +$18.1K +220 +4%
GWSG
740
GPS Wealth Strategies Group
Colorado
$364K -$360K -4,390 -45%
PWS
741
Precision Wealth Strategies
Missouri
$363K +$315K +3,840 +251%
BWP
742
Baldwin Wealth Partners
Massachusetts
$358K +$94.4K +1,150 +28%
WI
743
Wahed Invest
New York
$357K +$434K +5,280 New
MWA
744
Moser Wealth Advisors
Washington
$356K +$136K +1,660 +46%
LW
745
Linscomb Wealth
Texas
$354K -$52.5K -640 -11%
AAP
746
Arax Advisory Partners
Colorado
$354K +$100K +1,220 +30%
KCIA
747
Kingsbury Capital Investment Advisors
Illinois
$353K +$429K +5,220 New
FFG
748
Frisch Financial Group
New York
$351K
ZF
749
Zhang Financial
Michigan
$351K +$427K +5,200 New
BSW
750
Buckingham Strategic Wealth
Missouri
$349K +$40.2K +490 +10%

SHOP Hedge Fund Activity: Q1 2022 in Review

1,147 of the 6,340 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q1 2022, worth a combined $51.9B — down 52% from $107B a quarter earlier.

Sellers outnumbered buyers: 342 funds closed out of SHOP and 153 opened new positions — a net loss of 189 holders — while 362 trimmed existing stakes and 504 added.

The largest buyer was Loomis, Sayles & Company, adding an estimated $1.02B. The largest seller was Fidelity Investments, cutting an estimated $1.69B.

  • 1,147 institutional investors held Shopify (SHOP) as of Q1 2022, down from 1,350 in Q4 2021.
  • Funds reported $51.9B of Shopify stock for Q1 2022, down 52% quarter-over-quarter.
  • 153 funds opened new Shopify positions in Q1 2022 and 342 closed out, a net change of -189 holders.
  • The largest Shopify buyer in Q1 2022 was Loomis, Sayles & Company, an estimated $1.02B added.
  • The largest Shopify seller in Q1 2022 was Fidelity Investments, an estimated $1.69B sold.

Based on aggregated 13F filings for Q1 2022.