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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
AAG
1876
Asset Advisory Group
New Jersey
CBA
1877
Coastal Bridge Advisors
Connecticut
SWM
1878
SeaCrest Wealth Management
New York
OHWP
1879
Oak Harbor Wealth Partners
North Carolina
ST
1880
Spinnaker Trust
Maine
WKSWA
1881
White Knight Strategic Wealth Advisors
New Jersey
SPWG
1882
Syntegra Private Wealth Group
Missouri
AIM
1883
Aspen Investment Management
Michigan
CCS
1884
Concentric Capital Strategies
Connecticut
RWM
1885
Rockwood Wealth Management
Pennsylvania
AWM
1886
Accel Wealth Management
Iowa
CA
1887
Calton & Associates
Florida
EFS
1888
Essex Financial Services
Connecticut
PWM
1889
Palumbo Wealth Management
New York
RYA
1890
Richard Young Associates
Georgia
CC
1891
Citrine Capital
California
TW
1892
Traveka Wealth
California
FFC
1893
Frederick Financial Consultants
Maryland
FI
1894
Finivi Inc
Massachusetts
KGC
1895
Kennon-Green & Company
Ohio
OFO
1896
OneAscent Family Office
Alabama
CCM
1897
Cloud Capital Management
Washington
LIP
1898
Lighthouse Investment Partners
Florida
HP
1899
Haven Private
Florida
FHWM
1900
Fox Hill Wealth Management
Massachusetts