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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 %
DFA
1001
Davies Financial Advisors
California
$204K +$204K +2,543 New
ZB
1002
Zions Bancorporation
Utah
$203K +$177K +2,211 +678%
T
1003
TrueFG
Texas
$201K +$201K +2,510 New
T
1004
Tidemark
California
$201K +$1.28K +16 +0.6%
LSAG
1005
Lake Street Advisors Group
New Hampshire
$201K +$201K +2,502 New
SAM
1006
SP Asset Management
California
$200K +$200K +2,500 New
MWM
1007
Mindset Wealth Management
Indiana
$200K +$200K +2,500 New
HFAS
1008
Hummer Financial Advisory Services
Illinois
$200K +$200K +2,500 New
UID
1009
Union Investments & Development
Israel
$200K +$200K +2,500 New
SC
1010
SouthState Corp
Florida
$192K – – –
JFGIW
1011
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$186K -$24K -300 -11%
ADL
1012
Asset Dedication LLC
California
$186K -$7.21K -90 -4%
WTC
1013
WhitTier Trust Company
Nevada
$186K +$51K +637 +38%
BP
1014
BNP Paribas
France
$180K – – –
Daiwa Securities Group
1015
Daiwa Securities Group
Japan
$180K -$1.55M -19,289 -90%
QPBE
1016
Quintet Private Bank (Europe)
Luxembourg
$176K +$19.6K +245 +13%
AT
1017
Arlington Trust
Alabama
$174K +$2.4K +30 +1%
WPW
1018
Waldron Private Wealth
Pennsylvania
$173K +$173K +2,164 New
HNB
1019
Hilltop National Bank
Wyoming
$173K -$4.17K -52 -2%
VWM
1020
Valley Wealth Managers
New Jersey
$172K – – –
JPWM
1021
Jamison Private Wealth Management
Georgia
$169K – – –
FAM
1022
Flaharty Asset Management
Florida
$167K +$167K +2,090 New
CH
1023
Cromwell Holdings
Wyoming
$165K – – –
KB
1024
Kimelman & Baird
New York
$160K – – –
MPWT
1025
MassMutual Private Wealth & Trust
Connecticut
$159K +$10.3K +129 +7%
39 40
41
42 43