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Shopify

1,212 hedge funds and large institutions have $61.5B invested in Shopify in 2024 Q1 according to their latest regulatory filings, with 122 funds opening new positions, 445 increasing their positions, 435 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,212
Holders Change
+11
Holders Change %
+0.92%
% of All Funds
17.57%
Holding in Top 10
32
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-20%
% of All Funds
0.46%
New
122
Increased
445
Reduced
435
Closed
97
Calls
$2.84B
Puts
$1.87B
Net Calls
+$975M
Net Calls Change
+$107M
Name Holding Trade Value Shares
Change
Shares
Change %
RA
1001
Rise Advisors
New York
$120K -$4.63K -60 -4%
PP
1002
PFS Partners
New Jersey
$118K -$48.8K -633 -29%
LWCFA
1003
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$117K -$7.06K -100 -6%
BCWM
1004
Bartlett & Co Wealth Management
Ohio
$116K -$5.4K -70 -4%
VNA
1005
Valley National Advisers
Pennsylvania
$114K +$11.7K +152 +11%
HIIFS
1006
Harel Insurance Investments & Financial Services
Israel
$109K -$43.9K -566 -29%
TIM
1007
Tortoise Investment Management
New York
$108K
FUBT
1008
First United Bank & Trust
Maryland
$107K +$47.1K +610 +79%
PIS
1009
POM Investment Strategies
North Carolina
$106K
PCWA
1010
Pacific Capital Wealth Advisors
California
$106K
AW
1011
Avion Wealth
Texas
$104K -$3.11K -40 -3%
WTC
1012
WhitTier Trust Company
Nevada
$102K +$1.31K +17 +1%
FAM
1013
Formidable Asset Management
Ohio
$102K +$102K +1,316 New
BONH
1014
Bank of New Hampshire
New Hampshire
$100K
KFS
1015
Kelly Financial Services
Massachusetts
$99.6K -$1.24K -16 -1%
T
1016
TOBAM
France
$98K -$46.5K -605 -32%
HWA
1017
HHM Wealth Advisors
Tennessee
$97.3K
VL
1018
Vima LLC
Michigan
$96.9K +$84.5K +1,763 +681%
CC
1019
Centiva Capital
New York
$95.9K +$95.9K +1,243 New
CFG
1020
CKW Financial Group
Hawaii
$95K
TFA
1021
Toth Financial Advisory
Virginia
$94.9K -$1.54K -20 -2%
SFCL
1022
Strengthening Families & Communities LLC
Massachusetts
$92K +$42.2K +546 +85%
CFB
1023
Cullen/Frost Bankers
Texas
$90K -$23.8K -309 -21%
TFIPS
1024
Towarzystwo Funduszy Inwestycyjnych PZU SA
$88.7K
SWM
1025
Sugarloaf Wealth Management
Georgia
$86.4K