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Shopify
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Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
DAS
801
Dynamic Advisor Solutions
Arizona
$279K -$118K -1,819 -30%
SGA
802
Seaport Global Advisors
Massachusetts
$278K -$53.2K -823 -16%
WKSWA
803
White Knight Strategic Wealth Advisors
New Jersey
$278K -$5.17K -80 -2%
CAG
804
Csenge Advisory Group
Florida
$278K +$278K +4,300 New
DI
805
Diligent Investors
California
$274K -$168K -2,600 -38%
FFA
806
Fortune Financial Advisors
Kansas
$273K +$273K +4,220 New
MFG
807
Menard Financial Group
Texas
$272K +$272K +4,217 New
GWM
808
Geneos Wealth Management
Colorado
$272K +$45.3K +701 +20%
HWM
809
HB Wealth Management
Georgia
$271K -$7.56K -117 -3%
AF
810
Advisornet Financial
Minnesota
$271K +$7.75K +120 +3%
SWM
811
Sculati Wealth Management
Michigan
$270K -$96.9K -1,500 -26%
WP
812
WealthSource Partners
California
$269K +$269K +4,168 New
IAP
813
Indie Asset Partners
Indiana
$269K -$6.46K -100 -2%
SFC
814
Strategic Financial Concepts
Texas
$269K +$269K +4,160 New
EWM
815
Evercore Wealth Management
New York
$267K -$33K -511 -11%
OIA
816
Optimum Investment Advisors
Illinois
$267K +$27.5K +425 +11%
ASI
817
Advisory Services & Investments
Oregon
$265K +$265K +4,103 New
SMA
818
Seven Mile Advisory
New Jersey
$264K +$264K +4,092 New
SIM
819
SRS Investment Management
New York
$263K – – –
CWG
820
Cornerstone Wealth Group
North Carolina
$262K +$262K +4,062 New
AC
821
Abbrea Capital
California
$262K +$262K +4,061 New
OHWP
822
Oak Harbor Wealth Partners
North Carolina
$262K +$262K +4,048 New
GWANC
823
Guardian Wealth Advisors (North Carolina)
North Carolina
$261K -$388K -6,010 -60%
GSC
824
Grey Street Capital
Illinois
$261K -$76K -1,176 -23%
WT
825
Whittier Trust
California
$258K -$48.5K -750 -16%
31 32
33
34 35