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Shopify

1,722 hedge funds and large institutions have $95.9B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 168 funds opening new positions, 674 increasing their positions, 615 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 → $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: 168 | Existing positions closed: 293

Holders
1,722
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
NEWAS
1601
N.E.W. Advisory Services
Wisconsin
$19.5K
B
1602
Birchbrook
Maine
$19.2K
LAS
1603
Lloyd Advisory Services
Georgia
$19K
KFG
1604
Kingdom Financial Group
Arizona
$19K
MWM
1605
Mosley Wealth Management
California
$18.1K
BSB
1606
Bangor Savings Bank
Maine
$18K
MO
1607
McMillan Office
Michigan
$17.8K
TLCM
1608
Twin Lakes Capital Management
California
$17.8K
PIS
1609
POM Investment Strategies
North Carolina
$17.3K
MPW
1610
MASECO Private Wealth
$17.1K
SA
1611
SRH Advisors
Kansas
$16.6K
TCM
1612
Tradewinds Capital Management
Washington
$16.6K
HFM
1613
Hartford Financial Management
Connecticut
$16.1K
Nisa Investment Advisors
1614
Nisa Investment Advisors
Missouri
$15.4K
JFA
1615
JNBA Financial Advisors
Minnesota
$14.7K
AP
1616
Atwood & Palmer
Missouri
$14.5K
BWM
1617
Bernard Wealth Management
Michigan
$14.4K
GTAM
1618
Global Trust Asset Management
Florida
$14.4K
FC
1619
Fairscale Capital
New Hampshire
$14.2K
OW
1620
Olistico Wealth
Oklahoma
$14.2K
RTL
1621
Red Tortoise LLC
Georgia
$13K
TWD
1622
True Wealth Design
Ohio
$12.8K
GGI
1623
Godsey & Gibb Inc
Virginia
$12.2K
ST
1624
Smithfield Trust
Pennsylvania
$12K
CCM
1625
Chilton Capital Management
Texas
$11.9K