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Shopify
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Overview Fund Activity

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
IHL
751
Investment House LLC
California
$410K – – –
WFI
752
West Family Investments
California
$410K +$10.6K +138 +3%
GAA
753
Guardian Asset Advisors
Pennsylvania
$409K +$28.6K +370 +7%
AWAU
754
Alliance Wealth Advisors (Utah)
Utah
$409K +$49.7K +644 +14%
GJWM
755
Gilliland Jeter Wealth Management
Arkansas
$408K – – –
ICG
756
InterOcean Capital Group
Tennessee
$402K +$5.25K +68 +1%
PA
757
PSI Advisors
Florida
$401K – – –
RFN
758
Redwood Financial Network
Ohio
$400K -$2.32K -30 -0.6%
GAA
759
Global Assets Advisory
Florida
$396K +$396K +30,963 New
PCA
760
Prosperity Capital Advisors
Ohio
$390K +$390K +5,052 New
NL
761
NWAM LLC
Washington
$388K -$193K -2,509 -33%
PA
762
Pinnacle Associates
New York
$388K +$116K +1,509 +43%
JWM
763
JFG Wealth Management
Colorado
$386K -$695K -9,000 -64%
GCP
764
Gill Capital Partners
Colorado
$384K +$702 +10 +0.2%
JWM
765
JGP Wealth Management
Oregon
$383K -$33.1K -429 -8%
FBT
766
First Bank & Trust
South Dakota
$383K -$431K -5,580 -53%
CWA
767
Clarity Wealth Advisors
California
$383K -$1.16K -15 -0.3%
WP
768
Westmount Partners
California
$383K – – –
EL
769
Essex LLC
Illinois
$382K +$382K +4,947 New
SSB
770
Sandy Spring Bank
Maryland
$380K +$27.9K +362 +8%
FCAS
771
First Command Advisory Services
Texas
$380K – – –
TFA
772
Teamwork Financial Advisors
Texas
$379K -$11.2K -145 -3%
CWM
773
Centurion Wealth Management
Virginia
$378K +$11.7K +151 +3%
CC
774
Callan Capital
California
$378K +$1.31K +17 +0.3%
SPIO
775
Seven Post Investment Office
California
$378K – – –
29 30
31
32 33