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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 %
FCM
851
Fortis Capital Management
Washington
$296K +$39.5K +512 +15%
AMM
852
American Money Management
California
$295K -$88.7K -1,150 -23%
CWA
853
Canvas Wealth Advisors
Kansas
$295K +$32.4K +467 +12%
CWG
854
Cornerstone Wealth Group
North Carolina
$294K -$19.3K -250 -6%
FFM
855
Forum Financial Management
Illinois
$294K -$24.4K -316 -8%
AQR Capital Management
856
AQR Capital Management
Connecticut
$294K +$294K +3,807 New
BCG
857
Breakwater Capital Group
New Jersey
$293K -$849 -11 -0.3%
SWM
858
Sculati Wealth Management
Michigan
$292K -$15.4K -200 -5%
NRI
859
NFP Retirement Inc
California
$290K +$16.9K +219 +6%
NGA
860
Naples Global Advisors
Florida
$290K +$17.1K +222 +6%
TA
861
Tectonic Advisors
Texas
$290K – – –
APP
862
Avantax Planning Partners
Iowa
$287K -$52.5K -680 -15%
FWM
863
FFT Wealth Management
Pennsylvania
$286K – – –
PFP
864
Pinnacle Financial Partners
Tennessee
$285K +$204K +2,646 +252%
SC
865
Sapient Capital
Indiana
$282K -$191K -2,470 -40%
GC
866
Gilbert & Cook
Iowa
$282K +$282K +3,649 New
PIA
867
Powell Investment Advisors
Florida
$281K -$92.6K -1,200 -25%
TWM
868
Trueblood Wealth Management
Ohio
$280K +$28.2K +366 +11%
SIG
869
Sargent Investment Group
Maryland
$280K -$9.96K -129 -3%
FA
870
Fountainhead AM
New Jersey
$280K -$6.95K -90 -2%
CLOS
871
Compagnie Lombard Odier SCmA
Switzerland
$278K -$286K -3,700 -51%
ACM
872
Ashford Capital Management
Delaware
$278K -$77.2K -1,000 -22%
RI
873
Ridgewood Investments
New Jersey
$277K – – –
CAG
874
Csenge Advisory Group
Florida
$275K -$92.2K -1,195 -25%
EWM
875
Evermay Wealth Management
Virginia
$274K -$11.6K -150 -4%
33 34
35
36 37