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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 %
TWM
901
Tradition Wealth Management
Minnesota
$256K +$101K +1,315 +66%
SGI
902
Summit Global Investments
Utah
$255K +$255K +3,303 New
KWA
903
Kingswood Wealth Advisors
California
$254K -$72.4K -938 -22%
BFA
904
Bright Financial Advisors
Michigan
$252K +$252K +3,530 New
WAM
905
Worth Asset Management
Texas
$251K -$74.1K -960 -23%
RWA
906
Redhawk Wealth Advisors
Minnesota
$250K +$7.87K +102 +3%
BBHC
907
Brown Brothers Harriman & Co
New York
$250K +$10.6K +137 +4%
FAFN
908
First Affirmative Financial Network
Colorado
$249K +$249K +3,233 New
DI
909
Diligent Investors
California
$249K +$3.86K +50 +2%
Tudor Investment Corp
910
Tudor Investment Corp
Connecticut
$249K +$249K +3,229 New
LFG
911
Larson Financial Group
Missouri
$249K +$201K +2,611 +428%
FSA
912
Fort Sheridan Advisors
Illinois
$248K – – –
AWP
913
Ascent Wealth Partners
New York
$247K -$1.63M -21,135 -87%
Jones Financial Companies
914
Jones Financial Companies
Missouri
$246K +$218K +2,828 +788%
CAM
915
Cidel Asset Management
Ontario, Canada
$245K -$64.7M -837,949 -100%
MFG
916
Mainsail Financial Group
Washington
$245K – – –
FC
917
Forte Capital
New York
$244K – – –
GSIAS
918
Garden State Investment Advisory Services
New Jersey
$243K -$120K -1,550 -33%
FW
919
FirstPurpose Wealth
Utah
$242K +$3.38K +47 +1%
KP
920
Keel Point
Alabama
$242K +$242K +3,136 New
WAAG
921
Wealth Alliance Advisory Group
Kansas
$242K – – –
CIA
922
Capital Investment Advisors
Georgia
$240K +$154 +2 +0.1%
SMDAM
923
Sumitomo Mitsui DS Asset Management
Japan
$240K -$5.02K -65 -2%
VHAM
924
Van Hulzen Asset Management
California
$240K -$57.2K -740 -19%
BWP
925
Balboa Wealth Partners
Arizona
$239K +$239K +3,097 New
35 36
37
38 39