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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 %
SAF
1201
Smith Anglin Financial
Texas
$212K +$212K +1,998 New
JPWM
1202
Jamison Private Wealth Management
Georgia
$211K -$13.8K -130 -6%
SSWM
1203
Smith Salley Wealth Management
North Carolina
$210K +$210K +1,974 New
HFS
1204
Howard Financial Services
Texas
$209K +$209K +1,969 New
HCM
1205
Hollencrest Capital Management
California
$208K +$17.3K +163 +9%
KIA
1206
KCM Investment Advisors
California
$208K +$208K +1,952 New
TFGT
1207
TS Financial Group (TSFG)
Illinois
$207K – – –
FWI
1208
Facet Wealth Inc
Maryland
$207K +$207K +1,763 New
AAM
1209
Azzad Asset Management
Virginia
$207K +$207K +1,944 New
SPC
1210
Spirepoint Private Client
Florida
$206K +$206K +1,937 New
GSIAS
1211
Garden State Investment Advisory Services
New Jersey
$205K -$78.4K -737 -28%
LA
1212
Lane & Associates
New Jersey
$203K +$203K +1,739 New
WFA
1213
Wellspring Financial Advisors
Ohio
$201K +$201K +1,888 New
CFG
1214
Certior Financial Group
Pennsylvania
$200K +$200K +1,883 New
MW
1215
Members Wealth
Pennsylvania
$200K +$200K +1,661 New
MA
1216
MCF Advisors
Kentucky
$196K – – –
BTI
1217
Blue Trust Inc
Georgia
$193K -$389K -3,657 -67%
AWM
1218
Abound Wealth Management
Tennessee
$192K -$6.17K -58 -3%
TFIPS
1219
Towarzystwo Funduszy Inwestycyjnych PZU SA
$186K +$31.9K +300 +21%
ME
1220
McIlrath & Eck
Washington
$186K – – –
IBOK
1221
Independence Bank of Kentucky
Kentucky
$186K – – –
SWM
1222
Sugarloaf Wealth Management
Georgia
$183K +$63.8K +600 +54%
LWCFA
1223
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$182K – – –
AIM
1224
Acropolis Investment Management
Missouri
$181K – – –
ZB
1225
Zions Bancorporation
Utah
$179K -$90.7K -853 -34%
47 48
49
50 51