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Shopify

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M
Name Holding Trade Value Shares
Change
Shares
Change %
HCA
751
Harbour Capital Advisors
Virginia
$393K +$393K +5,475 New
CA
752
Clearstead Advisors
Ohio
$392K -$378K -4,850 -49%
ATPW
753
Ashton Thomas Private Wealth
Arizona
$391K -$1.32K -17 -0.3%
NCM
754
Northside Capital Management
Oregon
$390K
ACA
755
Aptus Capital Advisors
Alabama
$388K -$79.1K -1,015 -17%
CWA
756
Clarity Wealth Advisors
California
$388K +$17.9K +230 +5%
AMM
757
American Money Management
California
$387K -$8.57K -110 -2%
ARIS
758
Advanced Research Investment Solutions
California
$386K
WP
759
Westmount Partners
California
$386K -$3.9K -50 -1%
GAA
760
Guardian Asset Advisors
Pennsylvania
$384K +$384K +4,934 New
ME
761
McIlrath & Eck
Washington
$384K +$78 +1 +0%
IIA
762
IPG Investment Advisors
California
$383K +$58.4K +750 +18%
FCAS
763
First Command Advisory Services
Texas
$383K
SPIO
764
Seven Post Investment Office
California
$382K
IFWM
765
Institute for Wealth Management
Colorado
$381K
CC
766
Callan Capital
California
$380K +$380K +4,884 New
MIM
767
Moseley Investment Management
Florida
$380K -$39.4K -506 -9%
NFG
768
Nations Financial Group
Iowa
$377K +$11.7K +150 +3%
PIA
769
Powell Investment Advisors
Florida
$377K
CWM
770
Circle Wealth Management
New Jersey
$376K -$144K -1,851 -28%
CIAS
771
Capital Investment Advisory Services
North Carolina
$376K +$23.5K +302 +7%
MIM
772
Montgomery Investment Management
Maryland
$374K
GWM
773
Geneos Wealth Management
Colorado
$372K -$28.8K -370 -7%
PA
774
PFG Advisors
Arizona
$372K -$2.34K -30 -0.6%
CAG
775
Csenge Advisory Group
Florida
$370K +$19.7K +253 +6%