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Shopify
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Overview Fund Activity

1,471 hedge funds and large institutions have $88.9B invested in Shopify in 2024 Q4 according to their latest regulatory filings, with 315 funds opening new positions, 422 increasing their positions, 524 reducing their positions, and 66 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,471
Holders Change
+224
Holders Change %
+17.96%
% of All Funds
19.58%
Holding in Top 10
45
Holding in Top 10 Change
+11
Holding in Top 10 Change %
+32.35%
% of All Funds
0.6%
New
315
Increased
422
Reduced
524
Closed
66
Calls
$3.93B
Puts
$2.91B
Net Calls
+$1.02B
Net Calls Change
+$376M

Top Buyers

1
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
+$778M
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$592M
3
AllianceBernstein
AllianceBernstein
Tennessee
+$409M
4
SM
SCGE Management
California
+$228M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
+$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
-$1.25B
2
Capital Research Global Investors
Capital Research Global Investors
California
-$1.15B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$624M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$382M
5
Artisan Partners
Artisan Partners
Wisconsin
-$260M
Name Holding Trade Value Shares
Change 		Shares
Change %
CIA
826
Choate Investment Advisors
Massachusetts
$593K +$593K +5,577 New
CFD
827
Creative Financial Designs
Indiana
$584K +$26.1K +245 +5%
GM
828
GeoWealth Management
Illinois
$582K -$89K -837 -13%
KLCM
829
KG&L Capital Management
Louisiana
$578K -$166K -1,560 -22%
PI
830
Pachira Investments
California
$577K +$3.09K +29 +0.5%
GL
831
Graypoint LLC
New York
$575K -$92K -865 -14%
MWM
832
Mission Wealth Management
California
$573K -$20.3K -191 -3%
JIC
833
Johnson Investment Counsel
Ohio
$572K -$84.9K -798 -13%
SH
834
SLT Holdings
Arizona
$572K +$572K +5,375 New
ABLA
835
Alan B. Lancz & Associates
Ohio
$569K -$106K -1,000 -16%
GDP
836
Great Diamond Partners
Maine
$568K -$13.7K -129 -2%
CWA
837
Clarity Wealth Advisors
California
$567K – – –
RW
838
Rede Wealth
Virginia
$565K -$5.85K -55 -1%
OWP
839
Obermeyer Wealth Partners
Colorado
$564K +$40.1K +377 +8%
CA
840
Claro Advisors
Massachusetts
$564K -$40.5K -381 -7%
OWA
841
Octavia Wealth Advisors
Ohio
$563K -$28.8K -271 -5%
SW
842
SVB Wealth
Massachusetts
$563K +$563K +5,296 New
ATPW
843
Ashton Thomas Private Wealth
Arizona
$561K +$561K +5,275 New
UB
844
UMB Bank
Missouri
$560K -$28K -263 -5%
WT
845
Whittier Trust
California
$560K +$21.5K +202 +4%
PFA
846
Petra Financial Advisors
Colorado
$558K +$558K +5,247 New
Nomura Holdings
847
Nomura Holdings
Japan
$557K -$2.93M -27,580 -84%
OWMIAS
848
One Wealth Management Investment & Advisory Services
Florida
$557K +$2.66K +25 +0.5%
SF
849
Synovus Financial
Georgia
$550K -$87.9K -827 -14%
PM
850
Pembroke Management
Quebec, Canada
$549K -$203K -1,324 -27%
32 33
34
35 36