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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 %
FFA
1001
First Foundation Advisors
California
$345K – – –
WPC
1002
Wedmont Private Capital
Pennsylvania
$343K -$2.28K -22 -0.7%
FSA
1003
Fort Sheridan Advisors
Illinois
$341K -$8.72K -82 -2%
RI
1004
Ridgewood Investments
New Jersey
$341K -$31.9K -300 -9%
BCMLT
1005
Beacon Capital Management LLC (Tennessee)
Tennessee
$340K -$45.2K -425 -12%
AWM
1006
Accurate Wealth Management
Florida
$340K +$2.18K +21 +0.6%
CAWM
1007
Capital A Wealth Management
Pennsylvania
$340K +$340K +3,196 New
TWM
1008
Tradition Wealth Management
Minnesota
$339K +$1.81K +17 +0.5%
AWP
1009
Ascent Wealth Partners
New York
$338K – – –
SAG
1010
SageView Advisory Group
California
$338K +$338K +3,178 New
YDMI
1011
Y.D. More Investments
Israel
$336K -$76.6K -720 -19%
STA
1012
Summit Trail Advisors
New York
$335K +$335K +3,153 New
OPWM
1013
Oxinas Partners Wealth Management
Indiana
$333K – – –
WAAG
1014
Wealth Alliance Advisory Group
Kansas
$333K – – –
MC
1015
MIG Capital
California
$333K +$333K +3,130 New
WIM
1016
WealthPlan Investment Management
Nebraska
$332K +$332K +3,122 New
PCM
1017
Prelude Capital Management
New York
$331K +$331K +3,113 New
OFS
1018
OneAscent Financial Services
Alabama
$331K +$331K +3,109 New
SFCL
1019
Strengthening Families & Communities LLC
Massachusetts
$330K -$93.9K -882 -22%
FNBT
1020
FineMark National Bank & Trust
Florida
$329K – – –
VHAM
1021
Van Hulzen Asset Management
California
$328K -$10.3K -97 -3%
BPAMU
1022
BTG Pactual Asset Management US
New York
$328K – – –
GA
1023
GFS Advisors
Texas
$327K +$327K +3,077 New
RCA
1024
Resonant Capital Advisors
Wisconsin
$326K -$46.6K -438 -12%
MHC
1025
May Hill Capital
Massachusetts
$325K +$325K +3,059 New
39 40
41
42 43