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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 %
FAN
926
Financial Advisors Network
California
$434K +$434K +4,082 New
SWA
927
Sax Wealth Advisors
New Jersey
$433K +$143K +1,348 +49%
SAM
928
Secure Asset Management
Michigan
$433K -$5.42K -51 -1%
GWM
929
Geneos Wealth Management
Colorado
$433K +$33.8K +318 +8%
KMWM
930
Keudell/Morrison Wealth Management
Oregon
$431K -$5.85K -55 -1%
LA
931
LM Advisors
California
$429K -$49.3K -464 -10%
CCA
932
Conservest Capital Advisors
Pennsylvania
$427K -$42.5K -400 -9%
CIA
933
Capital Investment Advisors
Georgia
$426K -$18.5K -174 -4%
MGIA
934
Moneta Group Investment Advisors
Missouri
$425K -$9.04K -85 -2%
TIAM2
935
Tru Independence Asset Management 2
Oregon
$425K – – –
MEAC
936
M.E. Allison & Co
Texas
$425K +$425K +4,000 New
PA
937
PFG Advisors
Arizona
$425K -$28.7K -270 -6%
VW
938
Vance Wealth
California
$425K +$4.25K +40 +1%
CNBOF
939
City National Bank of Florida
Florida
$424K +$424K +3,986 New
FA
940
Fountainhead AM
New Jersey
$422K +$19.4K +182 +5%
IAP
941
Indie Asset Partners
Indiana
$422K -$1.06K -10 -0.3%
BFC
942
Bedel Financial Consulting
Indiana
$422K -$90.6K -744 -18%
GT
943
Greenleaf Trust
Michigan
$419K +$19.5K +183 +5%
BFA
944
Bright Financial Advisors
Michigan
$419K – – –
EAM
945
Empirical Asset Management
Massachusetts
$413K +$104K +1,295 +33%
MIM
946
Moseley Investment Management
Florida
$413K -$224K -2,104 -35%
RRA
947
Round Rock Advisors
Connecticut
$413K – – –
RhumbLine Advisers
948
RhumbLine Advisers
Massachusetts
$412K -$54.7K -514 -12%
PA
949
PSI Advisors
Florida
$411K -$71.8K -675 -15%
IIA
950
IPG Investment Advisors
California
$411K -$123K -1,155 -23%
36 37
38
39 40