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Shopify
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Overview Fund Activity

1,198 hedge funds and large institutions have $53.8B invested in Shopify in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 531 increasing their positions, 348 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,198
Holders Change
-14
Holders Change %
-1.16%
% of All Funds
17.43%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
146
Increased
531
Reduced
348
Closed
141
Calls
$2.58B
Puts
$1.78B
Net Calls
+$802M
Net Calls Change
-$173M

Top Buyers

1
Polen Capital Management
Polen Capital Management
Florida
+$918M
2
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$746M
3
Capital International Investors
Capital International Investors
California
+$706M
4
Janus Henderson Group
Janus Henderson Group
United Kingdom
+$270M
5
Ameriprise
Ameriprise
Minnesota
+$178M

Top Sellers

1
GQG Partners
GQG Partners
Florida
-$1.61B
2
Arrowstreet Capital
Arrowstreet Capital
Massachusetts
-$503M
3
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
-$430M
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$406M
5
Fidelity International
Fidelity International
Bermuda
-$236M
Name Holding Trade Value Shares
Change 		Shares
Change %
FFA
851
Fortune Financial Advisors
Kansas
$279K – – –
GWANC
852
Guardian Wealth Advisors (North Carolina)
North Carolina
$276K +$16.5K +250 +6%
FFM
853
Forum Financial Management
Illinois
$274K +$22.8K +345 +9%
SFCL
854
Strengthening Families & Communities LLC
Massachusetts
$274K +$195K +2,950 +248%
EWM
855
Evercore Wealth Management
New York
$273K -$149K -2,250 -35%
TCWM
856
Total Clarity Wealth Management
Illinois
$273K +$52.2K +790 +24%
TPWA
857
Twin Peaks Wealth Advisors
California
$273K -$2.71K -41 -1%
SAM
858
Secure Asset Management
Michigan
$272K +$13.7K +207 +5%
HGWM
859
Horst & Graben Wealth Management
Oregon
$272K +$82.9K +1,255 +44%
SIM
860
SRS Investment Management
New York
$269K – – –
BWP
861
Barlow Wealth Partners
Kentucky
$267K -$96.3K -1,625 -27%
VCM
862
Virtue Capital Management
Tennessee
$265K -$4.73K -75 -2%
DA
863
DCF Advisers
Connecticut
$264K +$264K +4,000 New
PTP
864
Platform Technology Partners
New York
$263K +$263K +3,988 New
IAP
865
Indie Asset Partners
Indiana
$263K +$1.65K +25 +0.6%
RFC
866
Regions Financial Corp
Alabama
$262K -$4.03K -61 -2%
TSWM
867
Tyler-Stone Wealth Management
Ohio
$262K +$3.3K +50 +1%
BFA
868
Bright Financial Advisors
Michigan
$260K +$26.8K +406 +12%
PCM
869
Parsons Capital Management
Rhode Island
$259K +$259K +3,925 New
FLPIM
870
F.L. Putnam Investment Management
Massachusetts
$258K +$23.3K +353 +10%
MMA
871
Miracle Mile Advisors
California
$257K +$29.5K +446 +13%
RRA
872
Round Rock Advisors
Connecticut
$256K – – –
FCM
873
Fortis Capital Management
Washington
$256K +$2.91K +44 +1%
AWE
874
Avidian Wealth Enterprises
Texas
$255K +$21.2K +321 +9%
NGA
875
Naples Global Advisors
Florida
$255K +$6.14K +93 +2%
33 34
35
36 37