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Shopify
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Overview Fund Activity

1,471 hedge funds and large institutions have $88.9B invested in Shopify in 2024 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 422 increasing their positions, 524 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+224
Holders Change %
+17.96%
% of All Funds
19.58%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
0.6%
New
315
Increased
422
Reduced
524
Closed
66
Calls
$3.93B
Puts
$2.91B
Net Calls
+$1.02B
Net Calls Change
+$376M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$592M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$409M
4
SM
SCGE Management
California
+$228M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$382M
5
Artisan Partners
Artisan Partners
Wisconsin
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
BOJHT
776
Bank of Jackson Hole Trust
Wyoming
$687K +$687K +6,460 New
Fiera Capital (Canada)
777
Fiera Capital (Canada)
Quebec, Canada
$686K -$43.3K -407 -6%
FHA
778
First Horizon Advisors
Tennessee
$685K -$4.36K -41 -0.6%
AI
779
Accredited Investors
Minnesota
$683K -$4.15K -39 -0.6%
OWP
780
ORG Wealth Partners
Texas
$682K +$58.3K +548 +9%
FWM
781
Focused Wealth Management
New York
$680K -$93K -875 -12%
SB
782
Strategic Blueprint
Georgia
$679K +$8.4K +79 +1%
GC
783
Gilbert & Cook
Iowa
$675K -$19.1K -180 -3%
EWM
784
Empirical Wealth Management
Washington
$672K -$109K -1,029 -14%
LCM
785
Lazari Capital Management
California
$671K +$9.04K +85 +1%
NFSG
786
Newbridge Financial Services Group
Florida
$670K +$33K +310 +5%
CCFM
787
Clear Creek Financial Management
Washington
$666K -$102K -955 -13%
MFS
788
Miller Financial Services
Michigan
$664K +$664K +6,244 New
CWM
789
Centurion Wealth Management
Virginia
$663K -$26.1K -245 -4%
TGAM
790
TBH Global Asset Management
Tennessee
$659K – – –
BRWM
791
Blue Rock Wealth Management
North Carolina
$659K +$659K +6,200 New
BHPW
792
Beverly Hills Private Wealth
California
$659K -$11.8K -111 -2%
SSB
793
Sandy Spring Bank
Maryland
$658K – – –
TFA
794
Toth Financial Advisory
Virginia
$654K +$1.81K +17 +0.3%
AFA
795
AA Financial Advisors
Ohio
$653K +$9.14K +86 +1%
GCP
796
Gill Capital Partners
Colorado
$652K +$106 +1 +0%
SIA
797
Soltis Investment Advisors
Utah
$645K +$345K +3,249 +115%
BP
798
BBR Partners
New York
$638K – – –
NP
799
NorthRock Partners
Minnesota
$638K -$40.3K -379 -6%
HSA
800
HBK Sorce Advisory
Pennsylvania
$636K +$64.8K +609 +11%
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