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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 %
LA
776
LM Advisors
California
$378K -$30.9K -400 -8%
AWS
777
Arkfeld Wealth Strategies
Nebraska
$378K +$156K +2,168 +70%
PI
778
PFG Investments
New York
$377K +$172K +2,225 +83%
AA
779
AlphaQ Advisors
Florida
$377K +$377K +4,884 New
SFC
780
Strategic Financial Concepts
Texas
$376K +$376K +4,877 New
ATPW
781
Ashton Thomas Private Wealth
Arizona
$375K -$12.3K -159 -3%
GCA
782
Guardian Capital Advisors
Ontario, Canada
$374K -$144K -2,050 -28%
CWM
783
Circle Wealth Management
New Jersey
$374K +$1.08K +14 +0.3%
MPPLM
784
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$374K +$90K +1,166 +32%
OPWM
785
Oxinas Partners Wealth Management
Indiana
$372K -$28.9K -374 -7%
CE
786
Cornerstone Enterprises
Wisconsin
$371K +$371K +4,751 New
MIM
787
Montgomery Investment Management
Maryland
$370K – – –
WAG
788
Winthrop Advisory Group
Massachusetts
$369K +$19.3K +250 +6%
GWM
789
Geneos Wealth Management
Colorado
$368K -$617 -8 -0.2%
NRG
790
Nemes Rush Group
Michigan
$367K +$3.09K +40 +0.8%
SHGA
791
Sand Hill Global Advisors
California
$365K -$160K -2,076 -31%
ME
792
McIlrath & Eck
Washington
$362K -$18K -233 -5%
CT
793
Coastline Trust
Rhode Island
$362K – – –
OWP
794
Obermeyer Wealth Partners
Colorado
$359K – – –
CAAS
795
Capital Asset Advisory Services
Michigan
$355K -$2.86K -38 -0.8%
OIA
796
Optimum Investment Advisors
Illinois
$355K – – –
HAS
797
HBW Advisory Services
California
$354K – – –
GT
798
Glenmede Trust
Pennsylvania
$352K +$44.8K +580 +15%
GPA
799
Garrison Point Advisors
California
$352K +$1.54K +20 +0.4%
VCP
800
Verus Capital Partners
Arizona
$352K -$6.64K -86 -2%
30 31
32
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