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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
SFFS
801
Stonehage Fleming Financial Services
Jersey
$40.6K -$114K -3,330 -74%
HWA
802
HHM Wealth Advisors
Tennessee
$40.3K -$33.5K -980 -46%
OSNBOA
803
Old Second National Bank of Aurora
Illinois
$38.5K
First Manhattan
804
First Manhattan
New York
$37.3K +$15.2K +444 +70%
WC
805
Westwind Capital
New Mexico
$37K -$341 -10 -0.9%
PFPT
806
Pinnacle Financial Partners (Tennessee)
Tennessee
$36.4K
TCOV
807
Trust Company of Vermont
Vermont
$36.4K
CT
808
Caldwell Trust
Florida
$35.9K -$42.7K -1,250 -55%
CA
809
CoreCap Advisors
Michigan
$35.8K +$35.2K +1,032 New
AWM
810
Accel Wealth Management
Iowa
$35.1K -$3.42K -100 -9%
AW
811
Avion Wealth
Texas
$35K
FMTCOCP
812
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$35K
NSIM
813
North Star Investment Management
Illinois
$34.7K -$683 -20 -2%
MRCM
814
M&R Capital Management
New Jersey
$34.7K
NIC
815
Northwest Investment Counselors
Oregon
$31.9K
CFO
816
CVA Family Office
Colorado
$30.9K
RFG
817
RFP Financial Group
Georgia
$30.7K +$30.3K +886 New
HWP
818
Highline Wealth Partners
California
$29.5K
JWA
819
JFS Wealth Advisors
Pennsylvania
$29.4K -$16.5K -484 -36%
PMFA
820
Plante Moran Financial Advisors
Michigan
$28.1K +$9.56K +280 +53%
EWM
821
Evermay Wealth Management
Virginia
$27.8K +$27.3K +800 New
TCA
822
Trifecta Capital Advisors
Illinois
$27.8K +$27.3K +800 New
GI
823
Gradient Investments
Minnesota
$26.4K -$2.05K -60 -7%
DF
824
DecisionPoint Financial
Arizona
$26K +$25.6K +750 New
WWM
825
Wolff Wiese Magana
California
$26K -$15K -440 -37%

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.