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Shopify

1,719 hedge funds and large institutions have $95.9B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 674 increasing their positions, 612 reducing their positions, and 294 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

less ownership

Funds ownership:

less funds holding

Funds holding:

28% less capital invested

Capital invested by funds: $134B → $95.9B (-$37.9B)

34% less funds holding in top 10

Funds holding in top 10: 7147 (-24)

43% less first-time investments, than exits

New positions opened: 169 | Existing positions closed: 294

Holders
1,719
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
47
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$5.52B
Puts
$3.46B
Net Calls
Net Calls Change

Top Buyers

1 +$1.54B
2 +$1.28B
3 +$446M
4
Jane Street
Jane Street
New York
+$419M
5
Wellington Management Group
Wellington Management Group
Massachusetts
+$344M

Top Sellers

1 -$2.1B
2 -$1.86B
3 -$667M
4
Goldman Sachs
Goldman Sachs
New York
-$530M
5
Invesco
Invesco
Georgia
-$444M
Name Holding Trade Value Shares
Change
Change in
Stake
FA
601
Fiduciary Alliance
South Carolina
$2.07M
BIA
602
Baer Investment Advisory
California
$2.06M
AC
603
Avestar Capital
New York
$2.04M
MA
604
Montag & Associates
Georgia
$2.03M
SP
605
SWS Partners
Ohio
$2.02M
GAM
606
Gotham Asset Management
New York
$2.02M
AAP
607
Aristotle Atlantic Partners
Florida
$2.01M
PFG
608
Putney Financial Group
California
$2.01M
Kovitz Investment Group Partners
609
Kovitz Investment Group Partners
Illinois
$1.95M
NS
610
NBC Securities
Alabama
$1.94M
SW
611
Simplicity Wealth
New Jersey
$1.92M
PA
612
Procyon Advisors
Connecticut
$1.92M
MCC
613
Malaga Cove Capital
California
$1.9M
UPS
614
UHLMANN PRICE SECURITIES
Illinois
$1.9M
HI
615
Horizon Investments
North Carolina
$1.9M
NI
616
Natural Investments
California
$1.89M
LFAS
617
Level Four Advisory Services
Texas
$1.88M
CAI
618
Capital Advisors Inc
Oklahoma
$1.87M
CCM
619
Colorado Capital Management
Colorado
$1.87M
KHCM
620
Kirtland Hills Capital Management
Ohio
$1.85M
SC
621
SummitTX Capital
Texas
$1.83M
HCMT
622
Highland Capital Management (Tennessee)
Tennessee
$1.82M
SMDAM
623
Sumitomo Mitsui DS Asset Management
Japan
$1.81M
MCM
624
MAI Capital Management
Ohio
$1.81M
TPCW
625
TD Private Client Wealth
New York
$1.79M