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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 %
CAAS
776
Capital Asset Advisory Services
Michigan
$370K -$161K -2,064 -30%
CWM
777
Centurion Wealth Management
Virginia
$370K +$14.3K +184 +4%
NRG
778
Nemes Rush Group
Michigan
$367K -$40.3K -517 -10%
CT
779
Coastline Trust
Rhode Island
$365K +$365K +4,690 New
GSIAS
780
Garden State Investment Advisory Services
New Jersey
$365K +$166K +2,125 +83%
EFS
781
Essex Financial Services
Connecticut
$363K -$3.27K -42 -0.9%
TPWA
782
Twin Peaks Wealth Advisors
California
$363K +$363K +4,663 New
AWAU
783
Alliance Wealth Advisors (Utah)
Utah
$363K +$3.66K +47 +1%
OWP
784
Obermeyer Wealth Partners
Colorado
$362K -$9.35K -120 -3%
VCP
785
Verus Capital Partners
Arizona
$362K -$21K -270 -5%
OA
786
Oxbow Advisors
Texas
$359K +$359K +4,605 New
ACM
787
Ashford Capital Management
Delaware
$358K -$7.79K -100 -2%
OIA
788
Optimum Investment Advisors
Illinois
$358K +$39K +500 +12%
CWM
789
Compass Wealth Management
Connecticut
$358K -$7.79K -100 -2%
RFC
790
Regions Financial Corp
Alabama
$356K -$131K -1,688 -27%
SSB
791
Sandy Spring Bank
Maryland
$356K -$24.1K -310 -6%
HAS
792
HBW Advisory Services
California
$354K -$1.56K -20 -0.4%
GPA
793
Garrison Point Advisors
California
$354K +$7.79K +100 +2%
WAG
794
Winthrop Advisory Group
Massachusetts
$353K +$7.4K +95 +2%
KCM
795
KRS Capital Management
Michigan
$353K -$42.8K -550 -11%
HIMC
796
Heritage Investors Management Corp
Maryland
$351K
DTL
797
Dynamic Technology Lab
Singapore
$349K -$2.32M -29,812 -87%
WPIC
798
White Pine Investment Company
Michigan
$348K +$348K +4,465 New
AIM
799
Aspen Investment Management
Michigan
$348K +$348K +4,465 New
AWE
800
Avidian Wealth Enterprises
Texas
$347K -$70.1K -900 -17%