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Shopify

1,201 hedge funds and large institutions have $67.2B invested in Shopify in 2023 Q4 according to their latest regulatory filings, with 249 funds opening new positions, 364 increasing their positions, 414 reducing their positions, and 105 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,201
Holders Change
+133
Holders Change %
+12.45%
% of All Funds
17.61%
Holding in Top 10
40
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+21.21%
% of All Funds
0.59%
New
249
Increased
364
Reduced
414
Closed
105
Calls
$3.83B
Puts
$2.96B
Net Calls
+$868M
Net Calls Change
+$881M
Name Holding Trade Value Shares
Change
Shares
Change %
BCA
801
Bay Colony Advisors
Massachusetts
$347K -$20K -257 -5%
CCA
802
Conservest Capital Advisors
Pennsylvania
$344K
OS
803
Objectivity Squared
South Carolina
$343K +$343K +4,399 New
APP
804
Avantax Planning Partners
Iowa
$342K +$342K +4,393 New
LFP
805
Leeward Financial Partners
Washington
$340K -$43K -552 -11%
FHC
806
First Heartland Consultants
Missouri
$338K -$2.96K -38 -0.9%
GIM
807
Grassi Investment Management
California
$337K -$19.5K -250 -5%
WAM
808
Weiss Asset Management
Massachusetts
$335K
AC
809
ASB Consultores
Florida
$334K
XT
810
XTX Topco
Cayman Islands
$332K -$199K -2,554 -37%
VCM
811
Virtue Capital Management
Tennessee
$331K -$135K -1,805 -29%
KWA
812
Kingswood Wealth Advisors
California
$330K +$330K +4,232 New
HIA
813
Harbor Investment Advisory
Maryland
$329K -$17.9K -230 -5%
FFA
814
Fortune Financial Advisors
Kansas
$329K
CCFM
815
Clear Creek Financial Management
Washington
$329K -$11.1K -142 -3%
WAM
816
Worth Asset Management
Texas
$328K -$81K -1,040 -20%
FHA
817
First Horizon Advisors
Tennessee
$327K -$27.7K -355 -8%
OFG
818
Oxford Financial Group
Indiana
$326K -$437K -5,610 -57%
DWM
819
Dakota Wealth Management
Florida
$324K +$324K +4,158 New
SMA
820
Seven Mile Advisory
New Jersey
$324K +$1.71K +22 +0.5%
FFM
821
Forum Financial Management
Illinois
$321K -$20.2K -259 -6%
WAP
822
Wealthcare Advisory Partners
Pennsylvania
$321K +$26.6K +341 +9%
WPC
823
Wedmont Private Capital
Pennsylvania
$320K +$320K +4,116 New
BZWA
824
Blue Zone Wealth Advisors
California
$318K +$318K +4,080 New
AF
825
Advisornet Financial
Minnesota
$317K