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Shopify

1,259 hedge funds and large institutions have $66.6B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 471 increasing their positions, 432 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 97

27% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.37B

24% more capital invested

Capital invested by funds: $53.8B → $66.6B (+$12.8B)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

4% more funds holding

Funds holding: 1,2091,259 (+50)

1.46% more ownership

Funds ownership: 67.17%68.63% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 432

Holders
1,259
Holders Change
+50
Holders Change %
+4.14%
% of All Funds
18.08%
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
471
Reduced
432
Closed
97
Calls
$3.02B
Puts
$2.37B
Net Calls
+$651M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
EA
976
Everpar Advisors
Oklahoma
$226K -$62.4K -904 -24%
SIA
977
Soltis Investment Advisors
Utah
$225K -$117K -1,700 -38%
MCIA
978
Mountain Capital Investment Advisors
Colorado
$224K +$142K +2,060 New
WJA
979
Willis Johnson & Associates
Texas
$224K +$193K +2,793 New
ACIM
980
Azimuth Capital Investment Management
Michigan
$223K +$192K +2,785 New
FC
981
FORA Capital
Florida
$223K +$192K +2,785 New
DFG
982
Delta Financial Group
New Jersey
$223K +$192K +2,779 New
PCA
983
Prosperity Capital Advisors
Ohio
$223K -$64.7K -937 -25%
DA
984
Detalus Advisors
Missouri
$222K +$192K +2,775 New
SFC
985
Strategic Financial Concepts
Texas
$222K -$11.9M -171,600 -98%
FG
986
Fairman Group
Pennsylvania
$220K
EWA
987
Evolution Wealth Advisors
Florida
$220K +$189K +2,743 New
YIA
988
YHB Investment Advisors
Connecticut
$219K +$189K +2,736 New
SWA
989
Sax Wealth Advisors
New Jersey
$219K +$188K +2,728 New
VCP
990
Verus Capital Partners
Arizona
$218K +$188K +2,723 New
CFS
991
CRA Financial Services
New Jersey
$218K +$188K +2,720 New
KCM
992
Kathmere Capital Management
Pennsylvania
$218K +$188K +2,718 New
MF
993
Manchester Financial
California
$217K -$26.9K -390 -13%
Mitsubishi UFJ Asset Management
994
Mitsubishi UFJ Asset Management
Japan
$216K -$4.63K -67 -2%
CMF
995
Counterpoint Mutual Funds
California
$215K +$185K +2,677 New
TCA
996
Transcend Capital Advisors
New Jersey
$214K +$184K +2,670 New
GSIAS
997
Garden State Investment Advisory Services
New Jersey
$214K -$32.8K -475 -15%
RBFC
998
Roman Butler Fullerton & Co
Missouri
$214K +$180K +2,606 New
CAM
999
CenterStar Asset Management
Illinois
$213K +$184K +2,659 New
LF
1000
Lantz Financial
Illinois
$213K +$183K +2,652 New

SHOP Hedge Fund Activity: Q3 2024 in Review

1,259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2024, worth a combined $66.6B — up 24% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 97 closed out — a net gain of 58 holders — while 471 added to existing stakes and 432 trimmed.

The largest buyer was Capital International Investors, adding an estimated $585M. The largest seller was JP Morgan Chase, cutting an estimated $564M.

  • 1,259 institutional investors held Shopify (SHOP) as of Q3 2024, up from 1,209 in Q2 2024.
  • Funds reported $66.6B of Shopify stock for Q3 2024, up 24% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q3 2024 and 97 closed out, a net change of +58 holders.
  • The largest Shopify buyer in Q3 2024 was Capital International Investors, an estimated $585M added.
  • The largest Shopify seller in Q3 2024 was JP Morgan Chase, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2024.