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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 %
RAM
1051
Ramirez Asset Management
New York
$112K +$8.01K +100 +8%
AW
1052
Avion Wealth
Texas
$112K – – –
PIS
1053
POM Investment Strategies
North Carolina
$111K – – –
PCWA
1054
Pacific Capital Wealth Advisors
California
$111K -$10.3K -129 -9%
CFO
1055
CVA Family Office
Colorado
$109K +$11.5K +143 +12%
BONH
1056
Bank of New Hampshire
New Hampshire
$104K – – –
CF
1057
Centaurus Financial
California
$104K +$104K +1,296 New
HWA
1058
HHM Wealth Advisors
Tennessee
$101K – – –
FCM
1059
Fourpath Capital Management
Oklahoma
$97.9K +$97.9K +1,221 New
PMFA
1060
Plante Moran Financial Advisors
Michigan
$96.6K -$4.09K -51 -4%
POIA
1061
Pin Oak Investment Advisors
Texas
$94K +$23.5K +296 +33%
SWM
1062
Sugarloaf Wealth Management
Georgia
$89.8K – – –
OSNBOA
1063
Old Second National Bank of Aurora
Illinois
$89K – – –
LI
1064
LRI Investments
Florida
$88.3K -$42.6K -391 -33%
FCA
1065
FinTrust Capital Advisors
South Carolina
$87K +$80.1K +1,000 +1,176%
PWA
1066
Provenance Wealth Advisors
Florida
$86.1K – – –
JWA
1067
JFS Wealth Advisors
Pennsylvania
$84.7K +$8.01K +100 +10%
MSG
1068
Main Street Group
Virginia
$84.1K – – –
EWM
1069
Evermay Wealth Management
Virginia
$82.8K -$202K -2,517 -71%
TCOV
1070
Trust Company of Vermont
Vermont
$81.3K +$1.12K +14 +1%
BC
1071
Belmont Capital
California
$80.1K – – –
BHWM
1072
Beaird Harris Wealth Management
Texas
$80.1K +$70.1K +875 +700%
ABWM
1073
Alpine Bank Wealth Management
Colorado
$80.1K +$80.1K +1,000 New
FMTCOCP
1074
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$80K – – –
ANBT
1075
American National Bank & Trust
Texas
$77.7K – – –
41 42
43
44 45