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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 %
BTI
826
Blue Trust Inc
Georgia
$361K +$177K +2,680 +96%
LA
827
LM Advisors
California
$361K -$38.1K -475 -10%
CJL
828
Cyrus J. Lawrence
New York
$361K +$361K +4,510 New
TCWM
829
Total Clarity Wealth Management
Illinois
$360K +$28.3K +353 +9%
M
830
Murchinson
Ontario, Canada
$360K +$360K +4,492 New
FUBT
831
First United Bank & Trust
Maryland
$360K +$65.7K +820 +22%
BWP
832
Barlow Wealth Partners
Kentucky
$360K -$4.04K -50 -1%
NRG
833
Nemes Rush Group
Michigan
$354K +$15.4K +200 +5%
RhumbLine Advisers
834
RhumbLine Advisers
Massachusetts
$352K +$4.01K +50 +1%
WEG
835
World Equity Group
Illinois
$351K +$351K +4,384 New
EFS
836
Essex Financial Services
Connecticut
$350K +$3.26K +40 +0.9%
HAS
837
HBW Advisory Services
California
$346K -$20.8K -260 -6%
AF
838
Advisornet Financial
Minnesota
$345K -$10.8K -135 -3%
CAG
839
Csenge Advisory Group
Florida
$345K +$26.2K +315 +8%
TPWA
840
Twin Peaks Wealth Advisors
California
$343K +$11.6K +145 +4%
WAP
841
Wealthcare Advisory Partners
Pennsylvania
$342K -$53K -661 -13%
CI
842
Ceera Investments
Texas
$342K – – –
PA
843
PFG Advisors
Arizona
$342K -$16K -200 -4%
CCA
844
Conservest Capital Advisors
Pennsylvania
$341K – – –
AQR Capital Management
845
AQR Capital Management
Connecticut
$339K +$54.9K +685 +19%
CCM
846
Coldstream Capital Management
Washington
$339K +$42.4K +518 +14%
BFC
847
Bedel Financial Consulting
Indiana
$337K -$44.6K -556 -12%
NIWA
848
New Insight Wealth Advisors
California
$336K +$40.2K +501 +14%
CIA
849
Capital Investment Advisors
Georgia
$335K -$111K -1,380 -25%
FFM
850
Forum Financial Management
Illinois
$334K +$1.6K +20 +0.5%
32 33
34
35 36