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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 %
PTP
901
Platform Technology Partners
New York
$482K -$39.2K -369 -8%
CJL
902
Cyrus J. Lawrence
New York
$479K – – –
CIAM
903
Caitong International Asset Management
Hong Kong
$476K +$476K +4,477 New
RFP
904
Root Financial Partners
California
$472K +$73.4K +690 +18%
PA
905
Pinnacle Associates
New York
$470K +$96.4K +907 +26%
CE
906
Cornerstone Enterprises
Wisconsin
$469K -$126K -1,189 -21%
BP
907
Ballentine Partners
Massachusetts
$467K -$84.5K -795 -15%
HIA
908
Harbor Investment Advisory
Maryland
$466K +$25.3K +238 +6%
TC
909
Tacita Capital
Ontario, Canada
$462K +$462K +4,348 New
WWM
910
Whalen Wealth Management
Nevada
$461K +$461K +4,339 New
BWP
911
Barlow Wealth Partners
Kentucky
$461K -$2.61K -25 -0.6%
SWM
912
SeaCrest Wealth Management
New York
$461K -$95.3K -896 -17%
WMWM
913
Whitaker-Myers Wealth Managers
Ohio
$459K +$459K +4,313 New
CAMG
914
CWA Asset Management Group
Florida
$455K +$15.7K +148 +4%
CI
915
Ceera Investments
Texas
$454K – – –
WAP
916
Wealthcare Advisory Partners
Pennsylvania
$453K -$957 -9 -0.2%
AF
917
Advisornet Financial
Minnesota
$448K -$10.6K -100 -2%
SSWM
918
Sheets Smith Wealth Management
North Carolina
$447K +$447K +4,207 New
NIWA
919
New Insight Wealth Advisors
California
$446K – – –
BT
920
Banque Transatlantique
France
$444K +$444K +4,200 New
KHCM
921
Kirtland Hills Capital Management
Ohio
$443K +$50.1K +471 +13%
EWM
922
Evercore Wealth Management
New York
$441K +$532 +5 +0.1%
NAS
923
NWF Advisory Services
California
$440K +$440K +4,136 New
LWM
924
Laidlaw Wealth Management
New York
$439K +$439K +4,129 New
CWG
925
Cornerstone Wealth Group
North Carolina
$438K +$2.34K +22 +0.5%
35 36
37
38 39