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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
19.59%
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
$1.75B
2
JPMorgan Chase & Co
JPMorgan Chase & Co
New York
$2.5B
3
AllianceBernstein
AllianceBernstein
Tennessee
$474M
4
SM
SCGE Management
California
$392M
5
Koshinski Asset Management
Koshinski Asset Management
Illinois
$212M

Top Sellers

1
Morgan Stanley
Morgan Stanley
New York
$3.15B
2
Capital Research Global Investors
Capital Research Global Investors
California
$2.53B
3
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
$4.46B
4
Baillie Gifford & Co
Baillie Gifford & Co
United Kingdom
$6.36B
5
Artisan Partners
Artisan Partners
Wisconsin
$780M
Name Holding Trade Value Shares
Change 		Shares
Change %
S
1326
Sachetta
Massachusetts
$39.6K – – –
CWP
1327
Concord Wealth Partners
Virginia
$39.1K – – –
NWWA
1328
New Wave Wealth Advisors
Arkansas
$38.9K +$38.9K +366 New
CYG
1329
Clean Yield Group
Vermont
$38.7K – – –
SIC
1330
SJS Investment Consulting
Ohio
$37.2K – – –
GA
1331
GoalVest Advisory
New York
$36.9K – – –
KFI
1332
Key Financial Inc
Pennsylvania
$36.6K +$2.55K +24 +8%
CWC
1333
Carolinas Wealth Consulting
North Carolina
$36.3K -$33.3K -313 -48%
SMFG
1334
Sumitomo Mitsui Financial Group
Japan
$34.8K +$34.8K +322 New
TAM
1335
Tucker Asset Management
Colorado
$34.8K – – –
SIS
1336
Strategic Investment Solutions
Illinois
$33.9K +$33.9K +435 New
CFB
1337
Cullen/Frost Bankers
Texas
$33.5K -$44K -414 -57%
SC
1338
Swan Capital
Florida
$31.9K -$35.1K -330 -52%
TCA
1339
Trifecta Capital Advisors
Illinois
$31.9K – – –
MSFP
1340
Mark Sheptoff Financial Planning
Connecticut
$31.9K +$10.6K +100 +50%
CPBTD
1341
Central Pacific Bank - Trust Division
Hawaii
$31.4K -$10.4K -98 -25%
FDW
1342
Fourth Dimension Wealth
Ohio
$29.8K +$29.8K +280 New
W
1343
WealthCollab
Washington
$28.4K +$2.13K +20 +8%
HCM
1344
Horrell Capital Management
Arkansas
$28K +$106 +1 +0.4%
PPWM
1345
PFG Private Wealth Management
Florida
$28K +$27.2K +256 +3,657%
CT
1346
Colonial Trust
South Carolina
$27.9K – – –
CTA
1347
Colonial Trust Advisors
South Carolina
$27.6K -$29.2K -275 -51%
LWANC
1348
Laurel Wealth Advisors (North Carolina)
North Carolina
$27.6K – – –
PP
1349
Pingora Partners
Wyoming
$26.6K – – –
A
1350
Allianz
Germany
$26.6K +$26.6K +250 New
52 53
54
55 56