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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 %
Bank Julius Baer & Co
1076
Bank Julius Baer & Co
Switzerland
$38.5K -$633K -8,200 -94%
AWM
1077
Activest Wealth Management
Florida
$38.1K +$7.25K +94 +24%
LWANC
1078
Laurel Wealth Advisors (North Carolina)
North Carolina
$37K +$36.3K +470 +4,700%
CA
1079
Continuum Advisory
Idaho
$36.7K +$36.7K +588 New
GI
1080
GS Investments
Minnesota
$34.9K
BWP
1081
Baldwin Wealth Partners
Massachusetts
$34.5K
ZB
1082
Zions Bancorporation
Utah
$31.4K +$849 +11 +3%
YAL
1083
Your Advocates Ltd
Texas
$30.9K
HWM
1084
HighMark Wealth Management
Minnesota
$29.9K +$2.2K +27 +8%
FMP
1085
Financial Management Professionals
Texas
$29K
AF
1086
Arrow Financial
New York
$27.8K
DCP
1087
DSM Capital Partners
Florida
$27.6K
AAG
1088
Armstrong Advisory Group
Massachusetts
$27.1K
SIC
1089
SJS Investment Consulting
Ohio
$27K
GA
1090
GoalVest Advisory
New York
$26.8K
MHR
1091
Matthew Hamilton Rosenberg
$25.2K
WWP
1092
WR Wealth Planners
Missouri
$25.1K +$25.1K +325 New
KFI
1093
Key Financial Inc
Pennsylvania
$24.7K
BSC
1094
Brown Shipley & Co
United Kingdom
$24.2K -$470 -6 -2%
GIA
1095
GHP Investment Advisors
Colorado
$23.3K
CWP
1096
Concord Wealth Partners
Virginia
$23.2K -$9.96K -129 -30%
BC
1097
Barrett & Company
Rhode Island
$23.2K
CYG
1098
Clean Yield Group
Vermont
$23.2K
NC
1099
NewSquare Capital
Pennsylvania
$23.2K
AIP
1100
Ameritas Investment Partners
Nebraska
$22.8K