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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
MA
776
MCF Advisors
Kentucky
$63.9K
TIM
777
Tortoise Investment Management
New York
$62.5K +$68 +2 +0.1%
AWM
778
Abound Wealth Management
Tennessee
$62.5K
USCWA
779
U.S. Capital Wealth Advisors
Texas
$60K +$59.1K +1,730 New
FFA
780
Farther Finance Advisors
California
$59.7K +$58.7K +1,720 New
OWA
781
One Wealth Advisors
California
$59.7K +$58.7K +1,720 New
NL
782
NVWM LLC
Pennsylvania
$56.2K
CA
783
Crewe Advisors
Utah
$56K +$4.13K +121 +8%
SIMG
784
Stephens Investment Management Group
Texas
$55.7K +$15.1K +443 +39%
PAI
785
Pittenger & Anderson Inc
Nebraska
$54.8K
KFS
786
Kelly Financial Services
Massachusetts
$54.5K +$11.6K +340 +28%
BCWM
787
Bartlett & Co Wealth Management
Ohio
$52.1K
CCM
788
Cribstone Capital Management
Maine
$52.1K
BC
789
Bartlett & Co
Ohio
$52K
TWM
790
Tradition Wealth Management
Minnesota
$52K +$32.8K +962 +175%
TFP
791
Tilia Fiduciary Partners
North Carolina
$51K -$5.12K -150 -9%
SAM
792
Storebrand Asset Management
Norway
$49.2K -$53.7K -1,573 -53%
RFA
793
Resurgent Financial Advisors
Georgia
$47.4K +$46.6K +1,366 New
SIC
794
SJS Investment Consulting
Ohio
$46.9K
BONH
795
Bank of New Hampshire
New Hampshire
$45K -$17.4K -510 -28%
TWA
796
TCI Wealth Advisors
Arizona
$44.9K -$24.3K -711 -35%
OCM
797
Orion Capital Management
California
$42.3K
CWM
798
CarsonAllaria Wealth Management
Illinois
$42K
CFG
799
CKW Financial Group
Hawaii
$42K
TFA
800
Toth Financial Advisory
Virginia
$41K -$6.66K -195 -14%

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.