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Shopify
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Overview Fund Activity

1,198 hedge funds and large institutions have $53.8B invested in Shopify in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 531 increasing their positions, 348 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-14
Holders Change %
-1.16%
% of All Funds
17.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
146
Increased
531
Reduced
348
Closed
141
Calls
$2.58B
Puts
$1.78B
Net Calls
+$802M
Net Calls Change
-$173M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$918M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$746M
3
Capital International Investors
Capital International Investors
California
+$706M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$270M
5
Ameriprise
Ameriprise
Minnesota
+$178M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.61B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$503M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$430M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$406M
5
Fidelity International
Fidelity International
Bermuda
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
OFG
801
Oxford Financial Group
Indiana
$329K +$65.1K +986 +25%
OS
802
Objectivity Squared
South Carolina
$328K +$20.9K +300 +7%
CWA
803
Clarity Wealth Advisors
California
$328K – – –
WAP
804
Wealthcare Advisory Partners
Pennsylvania
$326K +$39K +591 +14%
FCAS
805
First Command Advisory Services
Texas
$325K – – –
GL
806
Graypoint LLC
New York
$324K +$324K +4,912 New
KWS
807
Keystone Wealth Services
California
$323K +$323K +4,888 New
RI
808
Ridgewood Investments
New Jersey
$321K +$83.4K +1,263 +35%
HCM
809
Howland Capital Management
Massachusetts
$320K +$320K +4,850 New
EAM
810
Evanson Asset Management
California
$319K -$344K -5,213 -52%
WJWM
811
Williams Jones Wealth Management
New York
$318K +$318K +4,818 New
MIM
812
Montgomery Investment Management
Maryland
$317K – – –
JWM
813
JGP Wealth Management
Oregon
$316K -$11.9K -180 -4%
BFC
814
Bedel Financial Consulting
Indiana
$315K +$315K +4,763 New
CP
815
Castleview Partners
Texas
$314K +$313K +4,741 +39,508%
GCA
816
Guardian Capital Advisors
Ontario, Canada
$313K -$34.3K -525 -10%
OWP
817
Obermeyer Wealth Partners
Colorado
$312K +$5.28K +80 +2%
SHGA
818
Sand Hill Global Advisors
California
$312K – – –
CIAS
819
Capital Investment Advisory Services
North Carolina
$312K +$15K +227 +5%
HIA
820
Harbor Investment Advisory
Maryland
$312K +$37.3K +565 +14%
CT
821
Coastline Trust
Rhode Island
$310K – – –
EL
822
Essex LLC
Illinois
$307K -$19.8K -300 -6%
AFP
823
Ausdal Financial Partners
Iowa
$305K +$128K +1,940 +72%
WA
824
Wealth Architects
California
$304K -$118K -1,794 -28%
LSA
825
L & S Advisors
California
$304K +$304K +4,600 New
31 32
33
34 35