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Shopify

972 hedge funds and large institutions have $27.1B invested in Shopify in 2022 Q4 according to their latest regulatory filings, with 202 funds opening new positions, 274 increasing their positions, 357 reducing their positions, and 96 closing their positions.

New
Increased
Maintained
Reduced
Closed

110% more first-time investments, than exits

New positions opened: 202 | Existing positions closed: 96

41% more capital invested

Capital invested by funds: $19.2B → $27.1B (+$7.86B)

27% more funds holding in top 10

Funds holding in top 10: 2633 (+7)

12% more call options, than puts

Call options by funds: $1.93B | Put options by funds: $1.72B

10% more funds holding

Funds holding: 883972 (+89)

3.63% more ownership

Funds ownership: 61.04%64.67% (+3.6%)

23% less repeat investments, than reductions

Existing positions increased: 274 | Existing positions reduced: 357

Holders
972
Holders Change
+89
Holders Change %
+10.08%
% of All Funds
15.62%
Holding in Top 10
33
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+26.92%
% of All Funds
0.53%
New
202
Increased
274
Reduced
357
Closed
96
Calls
$1.93B
Puts
$1.72B
Net Calls
+$213M
Net Calls Change
-$4.92B
Name Holding Trade Value Shares
Change
Change in
Stake
GWSG
1026
GPS Wealth Strategies Group
Colorado
-$220K -8,181 Closed
LFP
1027
Leeward Financial Partners
Washington
-$220K -8,181 Closed
VCP
1028
Verus Capital Partners
Arizona
-$219K -8,134 Closed
KLCM
1029
KG&L Capital Management
Louisiana
-$218K -8,110 Closed
EFG
1030
Everhart Financial Group
Ohio
-$207K -7,660 Closed
ICP
1031
Interchange Capital Partners
Pennsylvania
-$204K -7,585 Closed
AC
1032
Abbrea Capital
California
-$202K -7,485 Closed
HT
1033
HighTower Trust
Texas
-$200K -7,414 Closed
EIP
1034
Ellis Investment Partners
Pennsylvania
-$172K -6,400 Closed
CIEP
1035
Constellation Investimentos e Participacoes
Brazil
-$113K -4,186 Closed
CCA
1036
Catalyst Capital Advisors
New York
-$100K -3,700 Closed
OPW
1037
Oxler Private Wealth
New York
-$48.8K -1,810 Closed
SWM
1038
Selective Wealth Management
Virginia
-$36K -1,349 Closed
M1FG
1039
Mach-1 Financial Group
Arkansas
-$28K -1,080 Closed
ECU
1040
Eisler Capital (UK)
United Kingdom
-$33K -900 Closed
EW
1041
Evoke Wealth
California
-$22K -810 Closed
WWMSC
1042
Wagner Wealth Management (South Carolina)
South Carolina
-$18K -660 Closed
DAC
1043
Dividend Assets Capital
South Carolina
-$17K -630 Closed
AWM
1044
Ameliora Wealth Management
Switzerland
-$13K -525 Closed
HDIM
1045
Hanson & Doremus Investment Management
Vermont
-$12K -450 Closed
MA
1046
MUFG Americas
New York
-$11K -400 Closed
ITFISA
1047
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
-$9.7K -360 Closed
SOS
1048
Silver Oak Securities
Tennessee
-$19.3K -354 Closed
PWC
1049
PYA Waltman Capital
Tennessee
-$9K -340 Closed
FEG
1050
Financial Enhancement Group
Indiana
-$9K -330 Closed

SHOP Hedge Fund Activity: Q4 2022 in Review

972 of the 6,221 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q4 2022, worth a combined $27.1B — up 41% from $19.2B a quarter earlier.

Buyers outnumbered sellers: 202 funds opened new SHOP positions and 96 closed out — a net gain of 106 holders — while 274 added to existing stakes and 357 trimmed.

The largest buyer was Capital Research Global Investors, adding an estimated $341M. The largest seller was SRS Investment Management, cutting an estimated $358M.

  • 972 institutional investors held Shopify (SHOP) as of Q4 2022, up from 883 in Q3 2022.
  • Funds reported $27.1B of Shopify stock for Q4 2022, up 41% quarter-over-quarter.
  • 202 funds opened new Shopify positions in Q4 2022 and 96 closed out, a net change of +106 holders.
  • The largest Shopify buyer in Q4 2022 was Capital Research Global Investors, an estimated $341M added.
  • The largest Shopify seller in Q4 2022 was SRS Investment Management, an estimated $358M sold.

Based on aggregated 13F filings for Q4 2022.