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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 %
FWM
751
FFT Wealth Management
Pennsylvania
$276K -$2.73K -50 -1%
CWS
752
Confluence Wealth Services
Pennsylvania
$275K -$2.78K -51 -1%
ATPW
753
Ashton Thomas Private Wealth
Arizona
$275K -$10.9K -200 -4%
RFN
754
Redwood Financial Network
Ohio
$274K -$2.62K -48 -0.9%
ASI
755
Advisory Services & Investments
Oregon
$274K +$49.9K +914 +22%
WP
756
Westmount Partners
California
$273K +$3.93K +72 +1%
NPA
757
Nichols & Pratt Advisers
Massachusetts
$273K -$273K -5,000 -50%
NCM
758
Northside Capital Management
Oregon
$273K +$273K +5,000 New
TFA
759
Teamwork Financial Advisors
Texas
$271K +$271K +4,963 New
ARIS
760
Advanced Research Investment Solutions
California
$271K
CGL
761
Clarius Group LLC
Washington
$270K +$270K +4,940 New
ME
762
McIlrath & Eck
Washington
$269K -$2.51K -46 -0.9%
FCAS
763
First Command Advisory Services
Texas
$268K +$268K +4,920 New
LFP
764
Leeward Financial Partners
Washington
$268K +$268K +4,919 New
VCP
765
Verus Capital Partners
Arizona
$268K -$29.6K -543 -10%
SPIO
766
Seven Post Investment Office
California
$267K
IFWM
767
Institute for Wealth Management
Colorado
$267K
SSB
768
Sandy Spring Bank
Maryland
$266K +$12.2K +224 +5%
PIA
769
Powell Investment Advisors
Florida
$264K +$264K +4,835 New
PA
770
PFG Advisors
Arizona
$262K
MIM
771
Montgomery Investment Management
Maryland
$262K
SRAM
772
Spouting Rock Asset Management
Pennsylvania
$261K +$261K +4,787 New
OWP
773
Obermeyer Wealth Partners
Colorado
$260K +$6.55K +120 +3%
ONGA
774
O'Neil Global Advisors
California
$260K -$406K -7,447 -61%
CWA
775
Clarity Wealth Advisors
California
$259K