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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
MSCM
926
McElhenny Sheffield Capital Management
Texas
$3.47K +$3.42K +100 New
MFG
927
Mendota Financial Group
Wisconsin
$3.47K +$3.42K +100 New
TLA
928
Tanglewood Legacy Advisors
Texas
$3.47K +$3.42K +100 New
BC
929
Burleson & Co
California
$3.12K
SIS
930
Sound Income Strategies
Florida
$3.12K
HS
931
Horan Securities
United States
$3.05K
CMBA
932
C.M. Bidwell & Associates
Hawaii
$2.78K +$2.05K +60 +300%
GIS
933
Grayhawk Investment Strategies
Alberta, Canada
$2.43K +$110K +3,221 New
PCTC
934
Perkins Coie Trust Company
Washington
$2.08K
VNA
935
Valley National Advisers
Pennsylvania
$2K -$20.1K -588 -88%
MTIC
936
Missouri Trust & Investment Company
Missouri
$2K
RMC
937
Resources Management Corp
Connecticut
$2K
KFI
938
Key Financial Inc
Pennsylvania
$1.89K
EBA
939
Eagle Bay Advisors
New York
$1.74K
RAM
940
Riggs Asset Management
Pennsylvania
$1.74K
TCWA
941
Ten Capital Wealth Advisors
Washington
$1.74K
WT
942
Washington Trust
Rhode Island
$1.74K
PS
943
PayPay Securities
Japan
$1.74K +$1.71K +50 New
LWP
944
Lumature Wealth Partners
Georgia
$1.39K -$205 -6 -13%
BHWM
945
Beaird Harris Wealth Management
Texas
$1.39K
FFC
946
First Financial Corp
Indiana
$1.39K
WWP
947
WR Wealth Planners
Missouri
$1.39K
QC
948
Quent Capital
New York
$1.31K
CP
949
Castleview Partners
Texas
$1.21K +$512 +15 +75%
CPG
950
Cornerstone Planning Group
New Jersey
$1.14K +$1.02K +30 New

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.