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Shopify

1,259 hedge funds and large institutions have $66.6B invested in Shopify in 2024 Q3 according to their latest regulatory filings, with 155 funds opening new positions, 471 increasing their positions, 432 reducing their positions, and 97 closing their positions.

New
Increased
Maintained
Reduced
Closed

60% more first-time investments, than exits

New positions opened: 155 | Existing positions closed: 97

27% more call options, than puts

Call options by funds: $3.02B | Put options by funds: $2.37B

24% more capital invested

Capital invested by funds: $53.8B → $66.6B (+$12.8B)

10% more funds holding in top 10

Funds holding in top 10: 3134 (+3)

4% more funds holding

Funds holding: 1,2091,259 (+50)

1.46% more ownership

Funds ownership: 67.17%68.63% (+1.5%)

9% more repeat investments, than reductions

Existing positions increased: 471 | Existing positions reduced: 432

Holders
1,259
Holders Change
+50
Holders Change %
+4.14%
% of All Funds
18.08%
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
471
Reduced
432
Closed
97
Calls
$3.02B
Puts
$2.37B
Net Calls
+$651M
Net Calls Change
-$154M
Name Holding Trade Value Shares
Change
Change in
Stake
SVCP
1176
Silicon Valley Capital Partners
California
$12K +$10.4K +150 New
CAL
1177
Capital Analysts LLC
Pennsylvania
$12K +$10K +145 New
SA
1178
SRH Advisors
Kansas
$11.2K
TCM
1179
Tradewinds Capital Management
Washington
$11.2K
PFBT
1180
Parkside Financial Bank & Trust
Missouri
$11.1K
C
1181
Covestor
United Kingdom
$11K +$207 +3 +2%
HFM
1182
Hartford Financial Management
Connecticut
$10.9K
GC
1183
Gould Capital
Washington
$10K
HGERS
1184
Householder Group Estate & Retirement Specialist
Arizona
$10K
ST
1185
Smithfield Trust
Pennsylvania
$10K +$1.8K +26 +26%
WWP
1186
WR Wealth Planners
Missouri
$9.94K -$1.04K -15 -11%
GEA
1187
Glen Eagle Advisors
New Jersey
$9.78K
SCA
1188
Stuart Chaussee & Associates
California
$9.62K
KWAG
1189
Kiely Wealth Advisory Group
North Carolina
$9.01K
SIS
1190
Sound Income Strategies
Florida
$8.65K
LOIP
1191
Live Oak Investment Partners
Texas
$8.01K
WPA
1192
West Paces Advisors
Georgia
$8.01K
LB
1193
Legacy Bridge
Iowa
$7.85K
CWM
1194
CarsonAllaria Wealth Management
Illinois
$7.61K
AAG
1195
Armstrong Advisory Group
Massachusetts
$7.21K -$4.14K -60 -40%
PPA
1196
Painted Porch Advisors
California
$7.13K
HWA
1197
Heritage Wealth Advisors
Virginia
$6.81K
SFA
1198
Semmax Financial Advisors
North Carolina
$6.75K
FFO
1199
Fortitude Family Office
Arizona
$6.57K
CPG
1200
Cornerstone Planning Group
New Jersey
$6.51K +$760 +11 +16%

SHOP Hedge Fund Activity: Q3 2024 in Review

1,259 of the 6,964 institutional investors tracked by Wall St. Rank reported a position in Shopify (SHOP) for Q3 2024, worth a combined $66.6B — up 24% from $53.8B a quarter earlier.

Buyers outnumbered sellers: 155 funds opened new SHOP positions and 97 closed out — a net gain of 58 holders — while 471 added to existing stakes and 432 trimmed.

The largest buyer was Capital International Investors, adding an estimated $585M. The largest seller was JP Morgan Chase, cutting an estimated $564M.

  • 1,259 institutional investors held Shopify (SHOP) as of Q3 2024, up from 1,209 in Q2 2024.
  • Funds reported $66.6B of Shopify stock for Q3 2024, up 24% quarter-over-quarter.
  • 155 funds opened new Shopify positions in Q3 2024 and 97 closed out, a net change of +58 holders.
  • The largest Shopify buyer in Q3 2024 was Capital International Investors, an estimated $585M added.
  • The largest Shopify seller in Q3 2024 was JP Morgan Chase, an estimated $564M sold.

Based on aggregated 13F filings for Q3 2024.