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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
MWC
1676
MBM Wealth Consultants
Missouri
$4.75K
BGAI
1677
Bruce G. Allen Investments
Colorado
$4.63K
CHC
1678
City Holding Co
West Virginia
$4.51K
AWA
1679
Acumen Wealth Advisors
Tennessee
$4.15K
CAN
1680
Capital Advisor Network
Indiana
$4.15K
FPF
1681
First Pacific Financial
Washington
$4.15K
BHWM
1682
Beaird Harris Wealth Management
Texas
$4.07K
LWMI
1683
Legacy Wealth Management (Idaho)
Idaho
$4.03K
VNA
1684
Valley National Advisers
Pennsylvania
$4K
RBC
1685
Roble Belko & Company
Pennsylvania
$4K
AFG
1686
Albion Financial Group
Utah
$3.92K
GFL
1687
Granite FO LLC
New Hampshire
$3.91K
PWMG
1688
Prestige Wealth Management Group
New Jersey
$3.56K
SGK
1689
Steigerwald Gordon & Koch
Virginia
$3.44K
WAS
1690
Winch Advisory Services
Wisconsin
$3.44K
BFS
1691
Beacon Financial Strategies
North Carolina
$3.2K
TLFA
1692
True Link Financial Advisors
California
$2.97K
RWS
1693
Retirement Wealth Solutions
Wisconsin
$2.61K
ACA
1694
American Capital Advisory
Idaho
$2.37K
CSC
1695
Caldwell Sutter Capital
California
$2.37K
DSC
1696
Duncker Streett & Co
Missouri
$2.37K
MSWA
1697
Marshall & Sterling Wealth Advisors
New York
$2.37K
PCFFS
1698
Pacific Center for Financial Services
California
$2.14K
SRCM
1699
Signature Resources Capital Management
California
$2.13K
PWAM
1700
Private Wealth Asset Management
Iowa
$2.13K