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Shopify
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Overview Fund Activity

1,247 hedge funds and large institutions have $65.5B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 465 increasing their positions, 427 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
18.04%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
155
Increased
465
Reduced
427
Closed
98
Calls
$3.02B
Puts
$2.37B
Net Calls
+$647M
Net Calls Change
-$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$679M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$652M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$470M
4
Polen Capital Management
Polen Capital Management
Florida
+$340M
5
Fidelity International
Fidelity International
Bermuda
+$335M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$655M
2
Morgan Stanley
Morgan Stanley
New York
-$577M
3
SM
SCGE Management
California
-$241M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$234M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
AC
751
ASB Consultores
Florida
$474K -$124K -1,551 -21%
DA
752
Doliver Advisors
Texas
$474K +$16.8K +210 +4%
OWP
753
ORG Wealth Partners
Texas
$470K +$470K +5,862 New
WP
754
WMS Partners
Maryland
$469K -$14.5K -181 -3%
1WA
755
180 Wealth Advisors
Washington
$468K +$9.62K +120 +2%
KWA
756
Kingswood Wealth Advisors
California
$467K +$121K +1,516 +35%
NWA
757
New World Advisors
Massachusetts
$467K +$127K +1,587 +37%
DI
758
Diligent Investors
California
$467K +$5.61K +70 +1%
BCG
759
Breakwater Capital Group
New Jersey
$464K +$25.6K +320 +6%
PVI
760
Pine Valley Investments
New Jersey
$459K -$18.5K -231 -4%
PL
761
Plancorp LLC
Missouri
$456K +$456K +5,692 New
CA
762
Claro Advisors
Massachusetts
$456K +$456K +5,687 New
SBIA
763
Sheaff Brock Investment Advisors
Indiana
$453K +$14.4K +180 +3%
CW
764
CreativeOne Wealth
Kansas
$453K -$51.8K -646 -10%
RCG
765
Regatta Capital Group
California
$452K +$7.61K +95 +2%
JSSH
766
J. Safra Sarasin Holding
$451K – – –
CE
767
Cornerstone Enterprises
Wisconsin
$449K +$7.61K +95 +2%
IHL
768
Investment House LLC
California
$449K -$7.21K -90 -2%
GAA
769
Guardian Asset Advisors
Pennsylvania
$447K +$12.8K +160 +3%
MWM
770
Mission Wealth Management
California
$447K -$40.4K -504 -8%
OWA
771
Octavia Wealth Advisors
Ohio
$446K -$102K -1,276 -19%
UB
772
UMB Bank
Missouri
$443K -$3.29K -41 -0.7%
KA
773
Kozak & Associates
Colorado
$443K – – –
GC
774
GFG Capital
Florida
$442K +$25K +403 +6%
GDP
775
Great Diamond Partners
Maine
$439K -$307K -3,833 -41%
29 30
31
32 33