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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
LWA
851
Lantern Wealth Advisors
New York
$801K
WWM
852
Western Wealth Management
Colorado
$800K
EPIM
853
Evelyn Partners Investment Management
$799K
WJA
854
Willis Johnson & Associates
Texas
$796K
NFG
855
Nadler Financial Group
Illinois
$793K
CCFM
856
Clear Creek Financial Management
Washington
$792K
MAM
857
MWA Asset Management
Massachusetts
$790K
LWAM
858
Legacy Wealth Asset Management
Minnesota
$790K
TCM
859
Traynor Capital Management
Pennsylvania
$790K
BFO
860
Boston Family Office
Massachusetts
$786K
1WA
861
180 Wealth Advisors
Washington
$783K
BC
862
Bridgefront Capital
Texas
$783K
ZF
863
Zhang Financial
Michigan
$779K
HP
864
Havemeyer Place
Connecticut
$777K
CI
865
Corient IA
Florida
$776K
RWM
866
Rialto Wealth Management
New York
$776K
EWA
867
EverSource Wealth Advisors
Alabama
$775K
SFA
868
Souders Financial Advisors
Ohio
$772K
TCBWMS
869
Texas Capital Bank Wealth Management Services
Texas
$769K
DWM
870
Dakota Wealth Management
Florida
$764K
DWM
871
Destination Wealth Management
California
$759K
BOJHT
872
Bank of Jackson Hole Trust
Wyoming
$758K
IA
873
Inspire Advisors
Idaho
$757K
GAMC
874
Garner Asset Management Corp
Texas
$756K
7WCP
875
71 West Capital Partners
Massachusetts
$755K