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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 %
SWP
851
Sagespring Wealth Partners
Tennessee
$547K +$547K +5,140 New
FPAS
852
Focus Partners Advisor Solutions
Missouri
$546K +$425 +4 +0.1%
QCM
853
QRG Capital Management
Illinois
$543K +$241K +2,267 +80%
WP
854
Westmount Partners
California
$539K +$6.38K +60 +1%
WAG
855
Winthrop Advisory Group
Massachusetts
$539K -$27.1K -255 -5%
SMA
856
Seven Mile Advisory
New Jersey
$539K +$12.1K +114 +2%
KWS
857
Keystone Wealth Services
California
$538K +$52.8K +497 +11%
TCWM
858
Total Clarity Wealth Management
Illinois
$538K +$60K +564 +13%
CNWM
859
Clay Northam Wealth Management
California
$535K +$4.47K +42 +0.8%
PFS
860
Prospect Financial Services
New York
$535K +$153K +1,442 +40%
RIA
861
Realta Investment Advisors
Delaware
$534K -$91.7K -839 -15%
BCM
862
Berbice Capital Management
New York
$533K +$533K +5,013 New
JWM
863
JGP Wealth Management
Oregon
$532K – – –
ITFISA
864
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$532K +$532K +4,999 New
DA
865
Doliver Advisors
Texas
$531K -$97.5K -917 -16%
CCA
866
Checchi Capital Advisers
California
$530K +$22.1K +208 +4%
JCM
867
Jacobi Capital Management
Pennsylvania
$529K – – –
FW
868
FullCircle Wealth
Texas
$527K -$3.45K -27 -0.6%
NFG
869
Nations Financial Group
Iowa
$527K +$21.2K +199 +4%
HCM
870
Howland Capital Management
Massachusetts
$526K +$10.5K +99 +2%
CFGS
871
Concourse Financial Group Securities
Alabama
$525K -$263K -2,470 -33%
CCM
872
Coldstream Capital Management
Washington
$524K +$83.7K +787 +19%
FCAS
873
First Command Advisory Services
Texas
$523K – – –
SHGA
874
Sand Hill Global Advisors
California
$523K – – –
GWANC
875
Guardian Wealth Advisors (North Carolina)
North Carolina
$521K +$105K +984 +25%
33 34
35
36 37