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

Top Sellers

1
JPMorgan Chase & Co
1
JPMorgan Chase & Co
New York
$1.44B
2
Morgan Stanley
2
Morgan Stanley
New York
$3.31B
3
SM
3
SCGE Management
California
$123M
4
Royal Bank of Canada
4
Royal Bank of Canada
Ontario, Canada
$1.57B
5
VOYA Investment Management
5
VOYA Investment Management
Georgia
$18.8M
Name Holding Trade Value Shares
Change 		Shares
Change %
FG
976
Fairman Group
Pennsylvania
$220K – – –
EWA
977
Evolution Wealth Advisors
Florida
$220K +$220K +2,743 New
YIA
978
YHB Investment Advisors
Connecticut
$219K +$219K +2,736 New
VCP
979
Verus Capital Partners
Arizona
$219K +$219K +2,734 New
SWA
980
Sax Wealth Advisors
New Jersey
$219K +$219K +2,728 New
CFS
981
CRA Financial Services
New Jersey
$218K +$218K +2,720 New
KCM
982
Kathmere Capital Management
Pennsylvania
$218K +$218K +2,718 New
MF
983
Manchester Financial
California
$217K -$31.3K -390 -13%
Mitsubishi UFJ Asset Management
984
Mitsubishi UFJ Asset Management
Japan
$216K -$5.37K -67 -2%
CMF
985
Counterpoint Mutual Funds
California
$215K +$215K +2,677 New
TCA
986
Transcend Capital Advisors
New Jersey
$214K +$214K +2,670 New
GSIAS
987
Garden State Investment Advisory Services
New Jersey
$214K -$38.1K -475 -15%
RBFC
988
Roman Butler Fullerton & Co
Missouri
$214K +$214K +2,606 New
CAM
989
CenterStar Asset Management
Illinois
$213K +$213K +2,659 New
LF
990
Lantz Financial
Illinois
$213K +$213K +2,652 New
FM
991
Family Management
New York
$212K +$212K +2,651 New
KP
992
Keel Point
Alabama
$212K +$212K +2,645 New
CA
993
Calton & Associates
Florida
$210K +$210K +2,622 New
NWMG
994
National Wealth Management Group
Ohio
$210K -$53.5K -668 -20%
BSTWA
995
Blake Schutter Theil Wealth Advisors
Ohio
$209K +$209K +2,602 New
SBWIC
996
Schaper Benz & Wise Investment Counsel
Wisconsin
$208K +$208K +2,590 New
MW
997
MBL Wealth
North Carolina
$207K +$207K +2,586 New
WCM
998
Washburn Capital Management
Florida
$207K -$101K -1,260 -33%
WE
999
Wealth Effects
Massachusetts
$206K +$206K +2,575 New
AA
1000
Apriem Advisors
California
$205K +$205K +2,560 New
38 39
40
41 42