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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
SWM
1376
SHP Wealth Management
Massachusetts
$228K
EWA
1377
Eagle Wealth Advisors
Connecticut
$228K
MCC
1378
Money Concepts Capital
Florida
$227K
KIA
1379
KCM Investment Advisors
California
$227K
CFS
1380
CRA Financial Services
New Jersey
$226K
WE
1381
Wealth Effects
Massachusetts
$225K
FI
1382
FWG Investments
Kentucky
$225K
RCM
1383
Raleigh Capital Management
North Carolina
$225K
VFG
1384
Victory Financial Group
Texas
$224K
DWP
1385
Daymark Wealth Partners
Ohio
$224K
BWP
1386
BSW Wealth Partners
Colorado
$223K
TCM
1387
TABR Capital Management
California
$222K
RA
1388
Riversedge Advisors
Delaware
$220K
LCM
1389
LCM Capital Management
Illinois
$220K
ZWA
1390
Zinnia Wealth Advisory
Florida
$219K
IBOK
1391
Independence Bank of Kentucky
Kentucky
$219K
PF
1392
Phoenix Financial
Israel
$219K
CF
1393
Centaurus Financial
California
$219K
APP
1394
Avantax Planning Partners
Iowa
$218K
JFGLC
1395
Johnson Financial Group LLC (Colorado)
Colorado
$218K
CFS
1396
Commonwealth Financial Services
West Virginia
$217K
MFG
1397
Magnus Financial Group
New York
$217K
RFS
1398
RM Financial Services
Maine
$217K
ESB
1399
Essex Savings Bank
Connecticut
$217K
PPC
1400
Pennington Partners & Co
Maryland
$215K