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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 %
GA
926
GFS Advisors
Texas
$237K – – –
MS
927
Maven Securities
Jersey
$235K +$235K +3,048 New
DIM
928
DLK Investment Management
California
$234K – – –
SRL
929
Scientech Research LLC
New Jersey
$232K +$232K +3,012 New
CCM
930
Chilton Capital Management
Texas
$232K – – –
PCM
931
Perkins Capital Management
Minnesota
$232K -$19.3K -250 -8%
BWA
932
Blodgett Wealth Advisors
California
$232K -$9.65K -125 -4%
CWC
933
Carolinas Wealth Consulting
North Carolina
$232K +$115K +1,490 +99%
SAM
934
SP Asset Management
California
$232K +$232K +3,000 New
MAM
935
Magellan Asset Management
Australia
$231K -$3.63K -47 -2%
CFS
936
CRA Financial Services
New Jersey
$231K -$2.62K -34 -1%
LFP
937
Leeward Financial Partners
Washington
$231K -$106K -1,372 -31%
WWM
938
WT Wealth Management
Arizona
$230K -$2.7K -35 -1%
GA
939
Greytown Advisors
Florida
$230K -$36.6K -474 -14%
EWA
940
Evolution Wealth Advisors
Florida
$227K +$10.4K +135 +5%
BCMLT
941
Beacon Capital Management LLC (Tennessee)
Tennessee
$227K +$39K +506 +21%
PFWA
942
Paces Ferry Wealth Advisors
Georgia
$226K -$20.7K -268 -8%
AWM
943
Accurate Wealth Management
Florida
$224K -$348 -5 -0.2%
PPW
944
Parcion Private Wealth
Washington
$221K +$221K +2,861 New
HGWM
945
Horst & Graben Wealth Management
Oregon
$220K – – –
HIC
946
Hartline Investment Corp
Illinois
$220K -$210K -2,716 -49%
BCA
947
Bay Colony Advisors
Massachusetts
$220K -$123K -1,600 -36%
ST
948
Spinnaker Trust
Maine
$219K – – –
SEIA
949
Signature Estate & Investment Advisors
California
$217K +$12K +156 +6%
FPCP
950
Fort Point Capital Partners
California
$216K – – –
36 37
38
39 40