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Shopify
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Overview Fund Activity

1,197 hedge funds and large institutions have $53.8B invested in Shopify in 2024 Q2 according to their latest regulatory filings, with 146 funds opening new positions, 530 increasing their positions, 348 reducing their positions, and 141 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,197
Holders Change
-14
Holders Change %
-1.16%
% of All Funds
17.41%
Holding in Top 10
31
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-3.13%
% of All Funds
0.45%
New
146
Increased
530
Reduced
348
Closed
141
Calls
$2.58B
Puts
$1.78B
Net Calls
+$802M
Net Calls Change
-$173M

Top Buyers

1
Polen Capital Management
1
Polen Capital Management
Florida
$972M
2
T. Rowe Price Associates
2
T. Rowe Price Associates
Maryland
$3.01B
3
Capital International Investors
3
Capital International Investors
California
$1.79B
4
Janus Henderson Group
4
Janus Henderson Group
United Kingdom
$279M
5
Ameriprise
5
Ameriprise
Minnesota
$295M

Top Sellers

1
GQG Partners
1
GQG Partners
Florida
$0
2
Arrowstreet Capital
2
Arrowstreet Capital
Massachusetts
$558M
3
JPMorgan Chase & Co
3
JPMorgan Chase & Co
New York
$1.73B
4
Baillie Gifford & Co
4
Baillie Gifford & Co
United Kingdom
$3.65B
5
Fidelity International
5
Fidelity International
Bermuda
$655M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWM
976
Abound Wealth Management
Tennessee
$120K -$1.32K -20 -1%
HCM
977
Hollencrest Capital Management
California
$118K -$27.4K -415 -19%
LWCFA
978
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$115K – – –
WTC
979
WhitTier Trust Company
Nevada
$111K +$23.8K +360 +27%
KFS
980
Kelly Financial Services
Massachusetts
$110K +$24.6K +372 +29%
GG
981
Gleason Group
Kentucky
$107K – – –
CFG
982
CKW Financial Group
Hawaii
$106K +$27K +417 +34%
RA
983
Rise Advisors
New York
$103K – – –
PP
984
PFS Partners
New Jersey
$101K – – –
PP
985
Pacifica Partners
Canada
$99.8K -$4.02K -60 -4%
PCWA
986
Pacific Capital Wealth Advisors
California
$99.6K +$9.12K +138 +10%
BCWM
987
Bartlett & Co Wealth Management
Ohio
$99.1K – – –
Group One Trading
988
Group One Trading
Illinois
$97.7K +$97.7K +1,479 New
1IA
989
1620 Investment Advisors
Massachusetts
$96.1K +$96.1K +1,455 New
TFIPS
990
Towarzystwo Funduszy Inwestycyjnych PZU SA
$95.6K +$19.8K +300 +26%
ITFISA
991
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$95.2K -$50K -758 -34%
MME
992
Meag Munich Ergo
Germany
$93.2K +$93.2K +1,411 New
SFFS
993
Stonehage Fleming Financial Services
Jersey
$93.1K -$221K -3,340 -70%
TIM
994
Tortoise Investment Management
New York
$92.6K – – –
AW
995
Avion Wealth
Texas
$92K +$4.58K +70 +5%
PIS
996
POM Investment Strategies
North Carolina
$91.1K – – –
SFC
997
Strategic Financial Concepts
Texas
$90.8K +$88.3K +169,496 +3,475%
PCMC
998
Planning Capital Management Corporation
Pennsylvania
$90K +$34.5K +522 +62%
PPWM
999
PFG Private Wealth Management
Florida
$88.3K +$87.8K +1,330 +19,000%
BONH
1000
Bank of New Hampshire
New Hampshire
$85.9K – – –
38 39
40
41 42