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Shopify

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
FHC
801
First Heartland Consultants
Missouri
$239K -$9.02K -165 -4%
CCFM
802
Clear Creek Financial Management
Washington
$238K -$24.4K -447 -9%
WAM
803
Weiss Asset Management
Massachusetts
$234K -$282K -5,174 -55%
AC
804
ASB Consultores
Florida
$234K -$181K -3,312 -44%
CWA
805
Canvas Wealth Advisors
Kansas
$232K -$9.21K -180 -4%
DI
806
Diligent Investors
California
$231K
FFA
807
Fortune Financial Advisors
Kansas
$230K
SFC
808
Strategic Financial Concepts
Texas
$229K +$1.64K +30 +0.7%
SWM
809
Sculati Wealth Management
Michigan
$228K
IIA
810
IPG Investment Advisors
California
$228K -$218K -4,000 -49%
IAP
811
Indie Asset Partners
Indiana
$227K
EWM
812
Evercore Wealth Management
New York
$227K +$764 +14 +0.3%
OHWP
813
Oak Harbor Wealth Partners
North Carolina
$226K +$5.18K +95 +2%
AFP
814
Ausdal Financial Partners
Iowa
$226K +$11.1K +204 +5%
SMA
815
Seven Mile Advisory
New Jersey
$225K +$2.18K +40 +1%
PI
816
PineBridge Investments
New York
$224K -$967K -13,046 -81%
WANY
817
Wealthspire Advisors (New York)
New York
$224K +$26.4K +484 +13%
MMA
818
Miracle Mile Advisors
California
$224K +$224K +4,104 New
OIA
819
Optimum Investment Advisors
Illinois
$223K -$2.46K -45 -1%
LFG
820
Larson Financial Group
Missouri
$223K -$156K -2,852 -41%
FCBT
821
First Citizens Bank & Trust
North Carolina
$223K +$223K +4,081 New
AF
822
Advisornet Financial
Minnesota
$222K -$6.55K -120 -3%
AC
823
Abbrea Capital
California
$222K
SIM
824
SRS Investment Management
New York
$222K
LWM
825
Laidlaw Wealth Management
New York
$222K -$17.5K -320 -7%