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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 %
BBA
1076
Baader Bank Aktiengesellschaft
Germany
$283K -$405K -3,808 -59%
EWA
1077
Evolution Wealth Advisors
Florida
$282K -$9.57K -90 -3%
AAS
1078
Annex Advisory Services
Wisconsin
$282K +$282K +2,650 New
DT
1079
Diversified Trust
Tennessee
$279K +$279K +2,625 New
CAIMH
1080
Central Asset Investments & Management Holdings
Hong Kong
$279K +$279K +2,624 New
RBC
1081
Rye Brook Capital
Connecticut
$279K +$279K +2,620 New
CFS
1082
CRA Financial Services
New Jersey
$279K -$10.6K -100 -4%
BCWM
1083
Bartlett & Co Wealth Management
Ohio
$276K +$95.7K +900 +53%
T
1084
Tidemark
California
$276K +$9.57K +90 +4%
SBWIC
1085
Schaper Benz & Wise Investment Counsel
Wisconsin
$275K – – –
AIA
1086
Angeles Investment Advisors
California
$275K -$830K -7,804 -75%
WE
1087
Wealth Effects
Massachusetts
$274K – – –
FTWA
1088
Fifth Third Wealth Advisors
Ohio
$273K +$273K +2,569 New
BWA
1089
Bordeaux Wealth Advisors
California
$272K +$272K +2,555 New
MW
1090
Maia Wealth
Colorado
$272K +$272K +2,529 New
WAM
1091
Worth Asset Management
Texas
$271K -$78.7K -740 -23%
RI
1092
Redwood Investments
Massachusetts
$271K +$271K +2,544 New
GIBU
1093
Gulf International Bank (UK)
United Kingdom
$270K -$105K -989 -28%
BWP
1094
BSW Wealth Partners
Colorado
$269K +$269K +2,531 New
RBFC
1095
Roman Butler Fullerton & Co
Missouri
$266K -$13.4K -125 -5%
HFAS
1096
Hummer Financial Advisory Services
Illinois
$266K – – –
SAM
1097
SP Asset Management
California
$266K – – –
BA
1098
Birinyi Associates
Connecticut
$266K +$266K +2,500 New
LF
1099
Lantz Financial
Illinois
$265K -$17.2K -162 -6%
FWP
1100
Forefront Wealth Partners
Texas
$264K +$264K +2,481 New
42 43
44
45 46