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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 %
FWM
976
FFT Wealth Management
Pennsylvania
$375K -$18.8K -177 -5%
TA
977
TFB Advisors
Kansas
$372K -$11.7K -110 -3%
AWM
978
Aprio Wealth Management
Georgia
$372K +$59K +555 +19%
GT
979
Glenview Trust
Kentucky
$371K -$5.42K -51 -1%
FHC
980
First Heartland Consultants
Missouri
$369K +$5.1K +48 +1%
RFC
981
Regions Financial Corp
Alabama
$368K -$54K -508 -13%
CCWM
982
Cassaday & Co Wealth Management
Virginia
$364K – – –
AWE
983
Avidian Wealth Enterprises
Texas
$363K -$48K -451 -12%
BCM
984
Buckhead Capital Management
Georgia
$362K – – –
AAP
985
Arax Advisory Partners
Colorado
$361K +$16.9K +159 +5%
RWA
986
Redhawk Wealth Advisors
Minnesota
$357K +$11.4K +107 +3%
FAM
987
Formidable Asset Management
Ohio
$356K +$5.85K +55 +2%
RWP
988
RWA Wealth Partners
Massachusetts
$356K +$356K +3,348 New
SIMG
989
Sonora Investment Management Group
Arizona
$356K +$24.4K +229 +7%
TWM
990
Trueblood Wealth Management
Ohio
$352K -$2.13K -20 -0.6%
FMC
991
First Merchants Corp
Indiana
$352K +$29.9K +281 +9%
FLPIM
992
F.L. Putnam Investment Management
Massachusetts
$351K -$12.1K -114 -3%
WKSWA
993
White Knight Strategic Wealth Advisors
New Jersey
$351K +$351K +3,300 New
DWT
994
Dorsey & Whitney Trust
South Dakota
$350K -$25.1K -236 -7%
APP
995
Avantax Planning Partners
Iowa
$349K -$42K -395 -11%
TPW
996
Turn8 Private Wealth
$349K +$349K +3,235 New
EFL
997
ERn Financial LLC
Wisconsin
$349K +$349K +3,280 New
GFPC
998
Global Financial Private Client
Florida
$348K -$10.1K -95 -3%
APW
999
Acima Private Wealth
Virginia
$346K – – –
SCM
1000
Saxony Capital Management
Missouri
$345K +$345K +3,245 New
38 39
40
41 42