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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
BF
1301
BOK Financial
Oklahoma
-$515K -7,794 Closed
FRM
1302
Fox Run Management
Connecticut
-$485K -7,349 Closed
TC
1303
Tacita Capital
Ontario, Canada
-$473K -7,160 Closed
DCM
1304
Driehaus Capital Management
Illinois
-$471K -7,134 Closed
VCWA
1305
Vanguard Capital Wealth Advisors
Colorado
-$469K -7,100 Closed
BCM
1306
BluePath Capital Management
Georgia
-$415K -6,277 Closed
SWA
1307
Stratos Wealth Advisors
Ohio
-$404K -6,115 Closed
AWM
1308
Avaii Wealth Management
Wisconsin
-$358K -5,427 Closed
RAM
1309
Readystate Asset Management
Illinois
-$346K -5,240 Closed
SW
1310
SVB Wealth
Massachusetts
-$336K -5,094 Closed
TCBWMS
1311
Texas Capital Bank Wealth Management Services
Texas
-$334K -5,060 Closed
CT
1312
Coastline Trust
Rhode Island
-$310K -4,690 Closed
LSA
1313
L & S Advisors
California
-$304K -4,600 Closed
SM
1314
Sciencast Management
New Jersey
-$302K -4,576 Closed
MHS
1315
M Holdings Securities
Oregon
-$296K -4,482 Closed
FFA
1316
Fortune Financial Advisors
Kansas
-$279K -4,218 Closed
VCM
1317
Virtue Capital Management
Tennessee
-$265K -4,206 Closed
DA
1318
DCF Advisers
Connecticut
-$264K -4,000 Closed
SEIA
1319
Signature Estate & Investment Advisors
California
-$250K -3,779 Closed
SC
1320
Sapient Capital
Indiana
-$241K -3,656 Closed
OTPPB
1321
Ontario Teachers' Pension Plan Board
Ontario, Canada
-$232K -3,503 Closed
HW
1322
Hamilton Wealth
California
-$219K -3,314 Closed
PPW
1323
Parcion Private Wealth
Washington
-$208K -3,151 Closed
MWA
1324
Midland Wealth Advisors
Illinois
-$206K -3,115 Closed
SAG
1325
SageView Advisory Group
California
-$204K -3,087 Closed

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.