SHOP icon

Shopify
SHOP

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 %
SFC
1126
Strategic Financial Concepts
Texas
$248K -$46.5K -437 -16%
ATFA
1127
All Terrain Financial Advisors
Minnesota
$248K +$248K +2,335 New
RCAG
1128
Rehmann Capital Advisory Group
Michigan
$248K +$248K +2,330 New
JFGIW
1129
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$248K -$23.4K -200 -9%
BWA
1130
Blodgett Wealth Advisors
California
$247K +$247K +2,325 New
IAMOG
1131
Investors Asset Management of Georgia
Georgia
$247K -$87.7K -825 -26%
SHFA
1132
SS&H Financial Advisors
Michigan
$247K +$247K +2,320 New
FFS
1133
Founders Financial Securities
Maryland
$246K +$246K +2,318 New
VWA
1134
Visionary Wealth Advisors
Illinois
$246K +$246K +2,314 New
WP
1135
WealthPLAN Partners
Nebraska
$246K +$246K +2,310 New
PFG
1136
Prosperity Financial Group
California
$246K +$246K +2,310 New
KA
1137
Kozak & Associates
Colorado
$245K -$346K -3,167 -59%
AP
1138
Adero Partners
California
$245K +$245K +2,303 New
MWM
1139
Modera Wealth Management
New Jersey
$243K +$243K +2,289 New
TWP
1140
Tyche Wealth Partners
Texas
$243K +$243K +2,286 New
EFG
1141
Embree Financial Group
Illinois
$243K +$243K +2,283 New
MFG
1142
Magnus Financial Group
New York
$243K +$243K +2,281 New
PWPS
1143
Pinnacle Wealth Planning Services
Ohio
$241K -$140K -1,319 -37%
MSWM
1144
McGlone Suttner Wealth Management
Wisconsin
$241K +$241K +2,270 New
DFG
1145
Delta Financial Group
New Jersey
$240K -$55K -518 -19%
WFC
1146
Western Financial Corp
California
$239K +$239K +2,248 New
APW
1147
Austin Private Wealth
Texas
$238K +$238K +2,240 New
WWM
1148
Western Wealth Management
Colorado
$238K +$238K +2,238 New
FNC
1149
First National Corp
Massachusetts
$237K +$237K +2,230 New
SWM
1150
Segment Wealth Management
Texas
$237K +$237K +2,230 New
44 45
46
47 48