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Shopify
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Overview Fund Activity

1,247 hedge funds and large institutions have $65.5B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 465 increasing their positions, 427 reducing their positions, and 98 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,247
Holders Change
+49
Holders Change %
+4.09%
% of All Funds
18.04%
Holding in Top 10
34
Holding in Top 10 Change
+3
Holding in Top 10 Change %
+9.68%
% of All Funds
0.49%
New
155
Increased
465
Reduced
427
Closed
98
Calls
$3.02B
Puts
$2.37B
Net Calls
+$647M
Net Calls Change
-$155M

Top Buyers

1
Capital International Investors
Capital International Investors
California
$2.85B
2
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$5.08B
3
Fidelity Investments
Fidelity Investments
Massachusetts
$3.39B
4
Polen Capital Management
Polen Capital Management
Florida
$1.52B
5
Fidelity International
Fidelity International
Bermuda
$1.13B

Top Sellers

1
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$1.44B
2
Morgan Stanley
Morgan Stanley
New York
$3.31B
3
SM
SCGE Management
California
$123M
4
Royal Bank of Canada
Royal Bank of Canada
Ontario, Canada
$1.57B
5
VOYA Investment Management
VOYA Investment Management
Georgia
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
RWA
926
Redhawk Wealth Advisors
Minnesota
$261K -$3.37K -42 -1%
LCWP
927
Legacy Capital Wealth Partners
Arkansas
$260K +$260K +3,248 New
FFA
928
First Foundation Advisors
California
$260K +$179K +2,239 +224%
AAP
929
Arax Advisory Partners
Colorado
$259K +$16.7K +209 +7%
CWM
930
Compass Wealth Management
Connecticut
$256K -$107K -1,340 -30%
JWBC
931
J.W. Burns & Co
New York
$256K – – –
YDMI
932
Y.D. More Investments
Israel
$256K -$90K -1,363 -26%
VHAM
933
Van Hulzen Asset Management
California
$255K +$7.93K +99 +3%
AWP
934
Ascent Wealth Partners
New York
$255K +$4.17K +52 +2%
TWM
935
Tradition Wealth Management
Minnesota
$254K +$3.53K +44 +1%
FC
936
Forte Capital
New York
$253K +$2.32K +29 +0.9%
IAMOG
937
Investors Asset Management of Georgia
Georgia
$252K – – –
LA
938
LVW Advisors
New York
$252K -$28.1K -351 -10%
BCV
939
Banque Cantonale Vaudoise
Switzerland
$252K -$14.1K -176 -5%
FAFN
940
First Affirmative Financial Network
Colorado
$251K -$6.65K -83 -3%
OPWM
941
Oxinas Partners Wealth Management
Indiana
$251K -$27.2K -340 -10%
WAAG
942
Wealth Alliance Advisory Group
Kansas
$251K – – –
SIMG
943
Sonora Investment Management Group
Arizona
$250K +$250K +3,117 New
FNBT
944
FineMark National Bank & Trust
Florida
$248K – – –
WA
945
Waverly Advisors
Alabama
$247K +$321 +4 +0.1%
EWA
946
EverSource Wealth Advisors
Alabama
$247K +$4.57K +57 +2%
DS
947
DRW Securities
Illinois
$247K -$119K -1,483 -33%
HFP
948
Holistic Financial Partners
Indiana
$243K -$41K -511 -14%
DIM
949
DLK Investment Management
California
$243K – – –
FMC
950
First Merchants Corp
Indiana
$243K +$243K +3,030 New
36 37
38
39 40