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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
CAM
1351
Clark Asset Management
New Hampshire
$238K
BIAS
1352
Beacon Investment Advisory Services
New Jersey
$237K
BW
1353
Basepoint Wealth
Iowa
$237K
BOPW
1354
Brandywine Oak Private Wealth
Pennsylvania
$237K
MBT
1355
Montecito Bank & Trust
California
$237K
SAMT
1356
Select Asset Management & Trust
Pennsylvania
$237K
Cohen & Steers
1357
Cohen & Steers
New York
$237K
KJWM
1358
Kiley Juergens Wealth Management
Washington
$236K
TWPM
1359
Total Wealth Planning & Management
Florida
$235K
CCP
1360
Caden Capital Partners
California
$235K
MWM
1361
Maridea Wealth Management
New York
$234K
DG
1362
Dala Group
Illinois
$233K
EWP
1363
E-Wealth Partners
Minnesota
$232K
WG
1364
Welch Group
Alabama
$232K
BWM
1365
Baron Wealth Management
Michigan
$232K
AFW
1366
Avantra Family Wealth
Pennsylvania
$232K
PGWM
1367
Pitti Group Wealth Management
New York
$231K
TCM
1368
TruNorth Capital Management
Michigan
$231K
TFGT
1369
TS Financial Group (TSFG)
Illinois
$231K
Financial Engines Advisors
1370
Financial Engines Advisors
California
$231K
PW
1371
PUREfi Wealth
Massachusetts
$231K
WF
1372
Womack Financial
Texas
$229K
KIM
1373
Kestra Investment Management
Texas
$229K
VBA
1374
von Borstel & Associates
Oregon
$228K
NWMG
1375
National Wealth Management Group
Ohio
$228K