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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 %
XWM
726
Xcel Wealth Management
Florida
$818K – – –
QCG
727
Quadrant Capital Group
Ohio
$816K -$13.4K -126 -2%
GAM
728
Grandview Asset Management
Pennsylvania
$810K -$123K -1,161 -13%
PWM
729
Perigon Wealth Management
California
$806K +$50.8K +491 +7%
EPA
730
Element Pointe Advisors
Florida
$805K – – –
CAG
731
Csenge Advisory Group
Florida
$800K +$359K +3,377 +81%
PI
732
PFG Investments
New York
$798K +$110K +1,033 +16%
KWA
733
Kingswood Wealth Advisors
California
$796K +$176K +1,658 +28%
LC
734
Lindbrook Capital
California
$793K +$15.5K +146 +2%
EFG
735
Everhart Financial Group
Ohio
$789K +$425 +4 +0.1%
BBW
736
Blue Barn Wealth
Utah
$787K -$42.6K -401 -5%
SCP
737
Sivia Capital Partners
California
$787K -$47.1K -443 -6%
NFG
738
Nadler Financial Group
Illinois
$772K +$25.4K +239 +3%
ZF
739
Zhang Financial
Michigan
$771K +$30K +282 +4%
SW
740
Solidarity Wealth
Utah
$767K +$767K +7,212 New
TRCT
741
Tower Research Capital (TRC)
New York
$765K -$118K -1,109 -13%
TCM
742
Traynor Capital Management
Pennsylvania
$764K +$110K +1,036 +17%
PWM
743
Parkworth Wealth Management
California
$762K +$762K +7,168 New
FFM
744
Forum Financial Management
Illinois
$758K +$314K +2,953 +71%
CB
745
CNB Bank
Pennsylvania
$755K -$31.3K -294 -4%
GC
746
GFG Capital
Florida
$753K -$5.21K -49 -0.7%
SW
747
SlateStone Wealth
Florida
$753K +$59K +555 +9%
BHCM
748
Brevan Howard Capital Management
Jersey
$750K +$750K +7,050 New
AQR Capital Management
749
AQR Capital Management
Connecticut
$748K +$297K +2,796 +66%
SWR
750
Spahn Wealth & Retirement
Arizona
$746K +$746K +7,013 New
28 29
30
31 32