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Shopify

1,067 hedge funds and large institutions have $42.6B invested in Shopify in 2023 Q3 according to their latest regulatory filings, with 96 funds opening new positions, 388 increasing their positions, 376 reducing their positions, and 135 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,067
Holders Change
-48
Holders Change %
-4.3%
% of All Funds
17.01%
Holding in Top 10
33
Holding in Top 10 Change
-11
Holding in Top 10 Change %
-25%
% of All Funds
0.53%
New
96
Increased
388
Reduced
376
Closed
135
Calls
$1.95B
Puts
$1.97B
Net Calls
-$13.2M
Net Calls Change
+$397M
Name Holding Trade Value Shares
Change
Shares
Change %
KFS
901
Kelly Financial Services
Massachusetts
$67.1K -$3.22K -59 -5%
CFG
902
CKW Financial Group
Hawaii
$67K
OCM
903
Orion Capital Management
California
$66.6K +$66.6K +1,220 New
SWM
904
Sugarloaf Wealth Management
Georgia
$61.1K +$54.6K +1,000 +833%
OSNBOA
905
Old Second National Bank of Aurora
Illinois
$60.6K
CA
906
Crewe Advisors
Utah
$59K +$2.73K +50 +5%
SCA
907
Stonebridge Capital Advisors
Minnesota
$58.9K
TCA
908
Trifecta Capital Advisors
Illinois
$58.7K +$15K +275 +34%
TC
909
Truvestments Capital
Florida
$57.8K
PFP
910
Pinnacle Financial Partners
Tennessee
$57.3K
FMTCOCP
911
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$55K
TCOV
912
Trust Company of Vermont
Vermont
$54.6K -$2.73K -50 -5%
NSIM
913
North Star Investment Management
Illinois
$54.6K
MRCM
914
M&R Capital Management
New Jersey
$54.6K
NIC
915
Northwest Investment Counselors
Oregon
$52.8K +$2.57K +47 +5%
CTC
916
Central Trust Company
Missouri
$49.3K -$3.27K -60 -6%
GIP
917
Greatmark Investment Partners
Georgia
$49.1K -$1.63M -29,950 -97%
BBPWM
918
Blue Bell Private Wealth Management
Pennsylvania
$48.8K
RFG
919
RFP Financial Group
Georgia
$48.3K
Asset Management One
920
Asset Management One
Japan
$47.1K +$47.1K +864 New
JWA
921
JFS Wealth Advisors
Pennsylvania
$47K -$873 -16 -2%
PMFA
922
Plante Moran Financial Advisors
Michigan
$46.4K
WWM
923
Wolff Wiese Magana
California
$46.4K
HWP
924
Highline Wealth Partners
California
$46.4K
GI
925
Gradient Investments
Minnesota
$42.5K