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Shopify

1,723 hedge funds and large institutions have $96B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 674 increasing their positions, 616 reducing their positions, and 293 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 → $96B (-$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: 168 | Existing positions closed: 293

Holders
1,723
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
ACM
601
Aster Capital Management
United Arab Emirates
$2.1M
WANY
602
Wealthspire Advisors (New York)
New York
$2.09M
FA
603
Fiduciary Alliance
South Carolina
$2.07M
BIA
604
Baer Investment Advisory
California
$2.06M
AC
605
Avestar Capital
New York
$2.04M
MA
606
Montag & Associates
Georgia
$2.03M
SP
607
SWS Partners
Ohio
$2.02M
GAM
608
Gotham Asset Management
New York
$2.02M
AAP
609
Aristotle Atlantic Partners
Florida
$2.01M
PFG
610
Putney Financial Group
California
$2.01M
Kovitz Investment Group Partners
611
Kovitz Investment Group Partners
Illinois
$1.95M
NS
612
NBC Securities
Alabama
$1.94M
SW
613
Simplicity Wealth
New Jersey
$1.92M
PA
614
Procyon Advisors
Connecticut
$1.92M
MCC
615
Malaga Cove Capital
California
$1.9M
UPS
616
UHLMANN PRICE SECURITIES
Illinois
$1.9M
HI
617
Horizon Investments
North Carolina
$1.9M
NI
618
Natural Investments
California
$1.89M
LFAS
619
Level Four Advisory Services
Texas
$1.88M
CAI
620
Capital Advisors Inc
Oklahoma
$1.87M
CCM
621
Colorado Capital Management
Colorado
$1.87M
KHCM
622
Kirtland Hills Capital Management
Ohio
$1.85M
SC
623
SummitTX Capital
Texas
$1.83M
HCMT
624
Highland Capital Management (Tennessee)
Tennessee
$1.82M
SMDAM
625
Sumitomo Mitsui DS Asset Management
Japan
$1.81M