SHOP icon

Shopify
SHOP

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 %
BAM
776
Blueshift Asset Management
New Jersey
$438K -$3.5M -43,719 -89%
PI
777
Pachira Investments
California
$431K +$1.84K +23 +0.4%
HSA
778
HBK Sorce Advisory
Pennsylvania
$430K -$133K -1,663 -24%
RW
779
Rede Wealth
Virginia
$430K -$32.6K -407 -7%
CWA
780
Clarity Wealth Advisors
California
$428K +$30.1K +375 +8%
WAG
781
Winthrop Advisory Group
Massachusetts
$427K +$80.1K +1,000 +23%
PI
782
PineBridge Investments
New York
$424K -$167K -1,538 -28%
CFD
783
Creative Financial Designs
Indiana
$421K – – –
CLOS
784
Compagnie Lombard Odier SCmA
Switzerland
$421K +$160K +2,000 +62%
CC
785
Callan Capital
California
$420K +$17.6K +220 +4%
SWM
786
SeaCrest Wealth Management
New York
$419K -$23.8K -297 -5%
GWMR
787
GC Wealth Management RIA
Massachusetts
$418K -$144K -1,791 -26%
OWMIAS
788
One Wealth Management Investment & Advisory Services
Florida
$418K -$682K -8,504 -62%
BP
789
Ballentine Partners
Massachusetts
$415K +$415K +5,183 New
HBS
790
Howard Bailey Securities
Indiana
$413K +$413K +5,158 New
FPAS
791
Focus Partners Advisor Solutions
Missouri
$411K +$10K +125 +2%
CAAS
792
Capital Asset Advisory Services
Michigan
$411K +$34.9K +423 +9%
WT
793
Whittier Trust
California
$405K +$56.4K +704 +16%
OS
794
Objectivity Squared
South Carolina
$404K +$24.1K +298 +6%
IIA
795
IPG Investment Advisors
California
$402K -$6.57M -81,960 -94%
WP
796
Westmount Partners
California
$402K -$6.41K -80 -2%
JWM
797
JGP Wealth Management
Oregon
$401K +$17.6K +219 +5%
FF
798
Farnam Financial
Arizona
$401K +$401K +5,000 New
PCM
799
PAR Capital Management
Massachusetts
$401K +$401K +5,000 New
CNWM
800
Clay Northam Wealth Management
California
$400K -$882 -11 -0.2%
30 31
32
33 34