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Shopify
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Overview Fund Activity

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M

Top Buyers

1
GQG Partners
GQG Partners
Florida
+$1.07B
2
Capital World Investors
Capital World Investors
California
+$798M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$462M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$213M
5
MU
Mirova US
Massachusetts
+$154M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$4.16B
2
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
-$596M
3
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$374M
4
Capital Research Global Investors
Capital Research Global Investors
California
-$344M
5
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$214M
Name Holding Trade Value Shares
Change 		Shares
Change %
AF
826
Advisornet Financial
Minnesota
$316K +$1.54K +20 +0.5%
BZWA
827
Blue Zone Wealth Advisors
California
$315K – – –
PWPS
828
Pinnacle Wealth Planning Services
Ohio
$315K +$66.1K +856 +27%
SIM
829
SRS Investment Management
New York
$314K – – –
SIA
830
Schechter Investment Advisors
Michigan
$314K +$43.4K +563 +16%
RCA
831
Resonant Capital Advisors
Wisconsin
$314K +$314K +4,063 New
EFS
832
Essex Financial Services
Connecticut
$313K -$47K -609 -13%
FHC
833
First Heartland Consultants
Missouri
$313K -$21.9K -284 -7%
KA
834
Kozak & Associates
Colorado
$313K – – –
RFC
835
Regions Financial Corp
Alabama
$311K -$41.4K -536 -12%
SQA
836
Simon Quick Advisors
New Jersey
$311K +$311K +4,024 New
PFA
837
Pinnacle Family Advisors
Missouri
$308K +$308K +3,994 New
OFG
838
Oxford Financial Group
Indiana
$308K -$15.4K -200 -5%
CA
839
Clearstead Advisors
Ohio
$306K +$9.99K +170 +3%
IAP
840
Indie Asset Partners
Indiana
$305K -$1.93K -25 -0.6%
GWANC
841
Guardian Wealth Advisors (North Carolina)
North Carolina
$303K -$772 -10 -0.3%
SAM
842
Secure Asset Management
Michigan
$302K +$59.5K +771 +25%
TSWM
843
Tyler-Stone Wealth Management
Ohio
$302K +$3.86K +50 +1%
VCM
844
Virtue Capital Management
Tennessee
$302K -$11.2K -159 -4%
PM
845
Pembroke Management
Quebec, Canada
$301K +$14.2K +136 +5%
BAM
846
Belpointe Asset Management
Nevada
$301K -$5.02K -65 -2%
RRA
847
Round Rock Advisors
Connecticut
$299K – – –
GM
848
GeoWealth Management
Illinois
$297K +$105K +1,366 +55%
AGA
849
Accuvest Global Advisors
Utah
$297K – – –
IFWM
850
Institute for Wealth Management
Colorado
$296K -$81.5K -1,056 -22%
32 33
34
35 36