SHOP icon

Shopify
SHOP

Overview Fund Activity

1,116 hedge funds and large institutions have $50.6B invested in Shopify in 2023 Q2 according to their latest regulatory filings, with 184 funds opening new positions, 347 increasing their positions, 415 reducing their positions, and 79 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,116
Holders Change
+100
Holders Change %
+9.84%
% of All Funds
17.6%
Holding in Top 10
44
Holding in Top 10 Change
+9
Holding in Top 10 Change %
+25.71%
% of All Funds
0.69%
New
184
Increased
347
Reduced
415
Closed
79
Calls
$1.99B
Puts
$2.4B
Net Calls
-$410M
Net Calls Change
-$270M

Top Buyers

1
Fidelity Investments
Fidelity Investments
Massachusetts
+$659M
2
Bank of Nova Scotia
Bank of Nova Scotia
Ontario, Canada
+$632M
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
+$307M
4
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
+$257M
5
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
+$228M

Top Sellers

1
Capital Research Global Investors
Capital Research Global Investors
California
-$909M
2
Sands Capital Management
Sands Capital Management
Virginia
-$471M
3
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
-$360M
4
AIM
ARK Investment Management
Florida
-$330M
5
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group
Japan
-$230M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
926
Abound Wealth Management
Tennessee
$116K – – –
RA
927
Rise Advisors
New York
$115K -$1.94K -30 -2%
LWCFA
928
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$113K – – –
EDRH
929
Edmond de Rothschild Holding
Switzerland
$106K -$111K -1,725 -51%
AIM
930
Acropolis Investment Management
Missouri
$103K +$103K +1,600 New
Bank Julius Baer & Co
931
Bank Julius Baer & Co
Switzerland
$103K – – –
SIMG
932
Stephens Investment Management Group
Texas
$103K – – –
BC
933
Bartlett & Co
Ohio
$97K – – –
BCWM
934
Bartlett & Co Wealth Management
Ohio
$96.9K – – –
CWC
935
Carolinas Wealth Consulting
North Carolina
$96.9K +$96.9K +1,500 New
AW
936
Avion Wealth
Texas
$89K +$3.03K +47 +4%
WTC
937
WhitTier Trust Company
Nevada
$85.3K +$4.52K +70 +6%
BONH
938
Bank of New Hampshire
New Hampshire
$84K – – –
KFS
939
Kelly Financial Services
Massachusetts
$83.3K -$14K -216 -14%
TFP
940
Tilia Fiduciary Partners
North Carolina
$81.4K -$9.69K -150 -11%
HWA
941
HHM Wealth Advisors
Tennessee
$80.8K +$5.81K +90 +8%
CFG
942
CKW Financial Group
Hawaii
$79K – – –
VC
943
Vestor Capital
Illinois
$79K +$79K +1,223 New
CT
944
Colonial Trust
South Carolina
$75.5K +$75.5K +1,169 New
PAI
945
Pittenger & Anderson Inc
Nebraska
$75.3K -$30K -465 -29%
MPWT
946
MassMutual Private Wealth & Trust
Connecticut
$74.6K +$14.3K +222 +24%
OSNBOA
947
Old Second National Bank of Aurora
Illinois
$71.7K – – –
CWM
948
CarsonAllaria Wealth Management
Illinois
$70.7K -$6.78K -105 -9%
CFO
949
CVA Family Office
Colorado
$70.5K +$13K +202 +23%
SCA
950
Stonebridge Capital Advisors
Minnesota
$69.8K -$49.7K -770 -42%
36 37
38
39 40