We are live on ! Find out more
SHOP icon

Shopify

1,259 hedge funds and large institutions have $66.6B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 471 increasing their positions, 432 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 97

27% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.37B

24% more capital invested

Capital invested by funds: $53.8B → $66.6B (+$12.8B)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

4% more funds holding

Funds holding: 1,2091,259 (+50)

1.46% more ownership

Funds ownership: 67.17%68.63% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 432

Holders
1,259
Holders Change
+50
Holders Change %
+4.14%
% of All Funds
18.08%
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
471
Reduced
432
Closed
97
Calls
$3.02B
Puts
$2.37B
Net Calls
+$651M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
KCM
826
KRS Capital Management
Michigan
$378K -$24.2K -350 -7%
HIMC
827
Heritage Investors Management Corp
Maryland
$377K +$13.9K +201 +4%
OFG
828
Oxford Financial Group
Indiana
$372K -$23.2K -336 -7%
WA
829
Wealth Architects
California
$370K +$967 +14 +0.3%
CIAS
830
Capital Investment Advisory Services
North Carolina
$370K -$7.46K -108 -2%
EL
831
Essex LLC
Illinois
$367K -$4.49K -65 -1%
KWS
832
Keystone Wealth Services
California
$366K -$22.5K -326 -7%
SOW
833
State of Wyoming
Wyoming
$365K -$39.5K -572 -11%
PA
834
PSI Advisors
Florida
$364K -$55.3K -800 -15%
GFG
835
Greystone Financial Group
Michigan
$363K +$313K +4,533 New
BTI
836
Blue Trust Inc
Georgia
$361K +$185K +2,680 +96%
LA
837
LM Advisors
California
$361K -$32.8K -475 -10%
CJL
838
Cyrus J. Lawrence
New York
$361K +$311K +4,510 New
TCWM
839
Total Clarity Wealth Management
Illinois
$360K +$24.4K +353 +9%
M
840
Murchinson
Ontario, Canada
$360K +$310K +4,492 New
FUBT
841
First United Bank & Trust
Maryland
$360K +$56.6K +820 +22%
BWP
842
Barlow Wealth Partners
Kentucky
$360K -$3.45K -50 -1%
NRG
843
Nemes Rush Group
Michigan
$354K +$13.8K +200 +5%
RhumbLine Advisers
844
RhumbLine Advisers
Massachusetts
$352K +$3.45K +50 +1%
WEG
845
World Equity Group
Illinois
$351K +$303K +4,384 New
EFS
846
Essex Financial Services
Connecticut
$350K +$2.76K +40 +0.9%
HAS
847
HBW Advisory Services
California
$346K -$18K -260 -6%
AF
848
Advisornet Financial
Minnesota
$345K -$9.32K -135 -3%
CAG
849
Csenge Advisory Group
Florida
$345K +$21.8K +315 +8%
TPWA
850
Twin Peaks Wealth Advisors
California
$343K +$10K +145 +4%

SHOP Hedge Fund Activity: Q3 2024 in Review

1,259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2024, worth a combined $66.6B — up 24% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 97 closed out — a net gain of 58 holders — while 471 added to existing stakes and 432 trimmed.

The largest buyer was Capital International Investors, adding an estimated $585M. The largest seller was JP Morgan Chase, cutting an estimated $564M.

  • 1,259 institutional investors held Shopify (SHOP) as of Q3 2024, up from 1,209 in Q2 2024.
  • Funds reported $66.6B of Shopify stock for Q3 2024, up 24% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q3 2024 and 97 closed out, a net change of +58 holders.
  • The largest Shopify buyer in Q3 2024 was Capital International Investors, an estimated $585M added.
  • The largest Shopify seller in Q3 2024 was JP Morgan Chase, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2024.