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Shopify

1,259 hedge funds and large institutions have $66.6B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 471 increasing their positions, 432 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 97

27% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.37B

24% more capital invested

Capital invested by funds: $53.8B → $66.6B (+$12.8B)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

4% more funds holding

Funds holding: 1,2091,259 (+50)

1.46% more ownership

Funds ownership: 67.17%68.63% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 432

Holders
1,259
Holders Change
+50
Holders Change %
+4.14%
% of All Funds
18.08%
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
471
Reduced
432
Closed
97
Calls
$3.02B
Puts
$2.37B
Net Calls
+$651M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
JSSH
776
J. Safra Sarasin Holding
$451K
CE
777
Cornerstone Enterprises
Wisconsin
$449K +$6.56K +95 +2%
IHL
778
Investment House LLC
California
$449K -$6.22K -90 -2%
GAA
779
Guardian Asset Advisors
Pennsylvania
$447K +$11.1K +160 +3%
MWM
780
Mission Wealth Management
California
$447K -$34.8K -504 -8%
OWA
781
Octavia Wealth Advisors
Ohio
$446K -$88.1K -1,276 -19%
UB
782
UMB Bank
Missouri
$443K -$2.83K -41 -0.7%
KA
783
Kozak & Associates
Colorado
$443K
GC
784
GFG Capital
Florida
$442K +$27.8K +403 +6%
GDP
785
Great Diamond Partners
Maine
$439K -$265K -3,833 -41%
BAM
786
Blueshift Asset Management
New Jersey
$438K -$3.02M -43,719 -89%
PI
787
Pachira Investments
California
$431K +$1.59K +23 +0.4%
HSA
788
HBK Sorce Advisory
Pennsylvania
$430K -$115K -1,663 -24%
RW
789
Rede Wealth
Virginia
$430K -$28.1K -407 -7%
CWA
790
Clarity Wealth Advisors
California
$428K +$25.9K +375 +8%
WAG
791
Winthrop Advisory Group
Massachusetts
$427K +$69.1K +1,000 +23%
PI
792
PineBridge Investments
New York
$424K -$106K -1,538 -28%
CFD
793
Creative Financial Designs
Indiana
$421K
CLOS
794
Compagnie Lombard Odier SCmA
Switzerland
$421K +$138K +2,000 +62%
CC
795
Callan Capital
California
$420K +$15.2K +220 +4%
SWM
796
SeaCrest Wealth Management
New York
$419K -$20.5K -297 -5%
GWMR
797
GC Wealth Management RIA
Massachusetts
$418K -$124K -1,791 -26%
OWMIAS
798
One Wealth Management Investment & Advisory Services
Florida
$418K -$587K -8,504 -62%
BP
799
Ballentine Partners
Massachusetts
$415K +$358K +5,183 New
HBS
800
Howard Bailey Securities
Indiana
$413K +$356K +5,158 New

SHOP Hedge Fund Activity: Q3 2024 in Review

1,259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2024, worth a combined $66.6B — up 24% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 97 closed out — a net gain of 58 holders — while 471 added to existing stakes and 432 trimmed.

The largest buyer was Capital International Investors, adding an estimated $585M. The largest seller was JP Morgan Chase, cutting an estimated $564M.

  • 1,259 institutional investors held Shopify (SHOP) as of Q3 2024, up from 1,209 in Q2 2024.
  • Funds reported $66.6B of Shopify stock for Q3 2024, up 24% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q3 2024 and 97 closed out, a net change of +58 holders.
  • The largest Shopify buyer in Q3 2024 was Capital International Investors, an estimated $585M added.
  • The largest Shopify seller in Q3 2024 was JP Morgan Chase, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2024.