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Shopify
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Overview Fund Activity

1,247 hedge funds and large institutions have $65.5B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 465 increasing their positions, 427 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
18.04%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
155
Increased
465
Reduced
427
Closed
98
Calls
$3.02B
Puts
$2.37B
Net Calls
+$647M
Net Calls Change
-$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
+$679M
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
+$652M
3
Fidelity Investments
Fidelity Investments
Massachusetts
+$470M
4
Polen Capital Management
Polen Capital Management
Florida
+$340M
5
Fidelity International
Fidelity International
Bermuda
+$335M

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$655M
2
Morgan Stanley
Morgan Stanley
New York
-$577M
3
SM
SCGE Management
California
-$241M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$234M
5
VOYA Investment Management
VOYA Investment Management
Georgia
-$228M
Name Holding Trade Value Shares
Change 		Shares
Change %
JCM
801
Jacobi Capital Management
Pennsylvania
$399K +$399K +4,977 New
RFN
802
Redwood Financial Network
Ohio
$399K -$9.62K -120 -2%
ECU
803
Eisler Capital (UK)
United Kingdom
$398K +$398K +4,971 New
SMA
804
Seven Mile Advisory
New Jersey
$397K +$42.5K +530 +12%
OWP
805
Obermeyer Wealth Partners
Colorado
$395K +$16K +200 +4%
CGL
806
Clarius Group LLC
Washington
$395K -$39.6K -494 -9%
FCAS
807
First Command Advisory Services
Texas
$394K – – –
SHGA
808
Sand Hill Global Advisors
California
$394K +$15.1K +189 +4%
PTP
809
Platform Technology Partners
New York
$393K +$73.4K +916 +23%
HCM
810
Howland Capital Management
Massachusetts
$389K – – –
EAM
811
Evanson Asset Management
California
$387K – – –
MIM
812
Montgomery Investment Management
Maryland
$385K – – –
CCA
813
Checchi Capital Advisers
California
$383K +$41.1K +513 +12%
NFG
814
Nations Financial Group
Iowa
$381K +$16.7K +209 +5%
BCA
815
Bay Colony Advisors
Massachusetts
$380K -$25.2K -315 -6%
KCM
816
KRS Capital Management
Michigan
$378K -$28K -350 -7%
HIMC
817
Heritage Investors Management Corp
Maryland
$377K +$16.1K +201 +4%
OFG
818
Oxford Financial Group
Indiana
$372K -$26.9K -336 -7%
WA
819
Wealth Architects
California
$370K +$1.12K +14 +0.3%
CIAS
820
Capital Investment Advisory Services
North Carolina
$370K -$8.66K -108 -2%
EL
821
Essex LLC
Illinois
$367K -$5.21K -65 -1%
KWS
822
Keystone Wealth Services
California
$366K -$26.1K -326 -7%
SOW
823
State of Wyoming
Wyoming
$365K -$45.9K -572 -11%
PA
824
PSI Advisors
Florida
$364K -$64.1K -800 -15%
GFG
825
Greystone Financial Group
Michigan
$363K +$363K +4,533 New
31 32
33
34 35