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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
BC
876
Barrett & Company
Rhode Island
$10.4K
CYG
877
Clean Yield Group
Vermont
$10.4K
MPCL
878
My Personal CFO LLC
Washington
$10.4K +$10.2K +300 New
Optiver Holding
879
Optiver Holding
Netherlands
$10K -$168K -4,928 -94%
GIA
880
GHP Investment Advisors
Colorado
$9.09K
HCM
881
Highlander Capital Management
New Jersey
$9K -$25.6K -750 -75%
HCM
882
Horrell Capital Management
Arkansas
$9K
SOW
883
State of Wyoming
Wyoming
$8.92K +$4.54K +133 +107%
AIC
884
Archer Investment Corporation
Indiana
$8.68K
FFL
885
Financial Freedom LLC
Ohio
$8.68K +$8.54K +250 New
GWSA
886
Global Wealth Strategies & Associates
Colorado
$8.68K +$8.54K +250 New
DWA
887
Delos Wealth Advisors
Texas
$8.33K
BCV
888
Banque Cantonale Vaudoise
Switzerland
$8K -$137K -4,000 -95%
BTI
889
Blue Trust Inc
Georgia
$8K -$888 -26 -8%
KSWA
890
Kathleen S. Wright Associates
Pennsylvania
$8K
RBC
891
Roble Belko & Company
Pennsylvania
$8K +$68 +2 +0.9%
IRAG
892
Investment Research & Advisory Group
Georgia
$7.64K
EARNEST Partners
893
EARNEST Partners
Georgia
$7.05K
CSB
894
City State Bank
Iowa
$7K
GBT
895
Grove Bank & Trust
Florida
$7K +$6.49K +190 New
BWM
896
BerganKDV Wealth Management
Minnesota
$6.94K
FCA
897
FinTrust Capital Advisors
South Carolina
$6.59K
HFM
898
Hartford Financial Management
Connecticut
$6.35K +$2.83K +83 +83%
NC
899
NewSquare Capital
Pennsylvania
$6.25K +$6.15K +180 New
BIA
900
Bell Investment Advisors
California
$6.07K -$1.43K -42 -19%

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.