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Shopify

1,718 hedge funds and large institutions have $95.9B invested in Shopify in 2026 Q1 according to their latest regulatory filings, with 169 funds opening new positions, 674 increasing their positions, 612 reducing their positions, and 294 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: 169 | Existing positions closed: 294

Holders
1,718
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
FOA
1901
Five Oceans Advisors
California
CAM
1902
Carret Asset Management
New York
BCMLT
1903
Beacon Capital Management LLC (Tennessee)
Tennessee
HWA
1904
HCR Wealth Advisors
California
UAS
1905
United Asset Strategies
New York
KAS
1906
KPP Advisory Services
Kentucky
VCAM
1907
Van Cleef Asset Management
Ohio
TIAM2
1908
Tru Independence Asset Management 2
Oregon
VCM
1909
Vision Capital Management
Oregon
CCG
1910
Chatham Capital Group
Georgia
CD
1911
Chapin Davis
Maryland
AMBIA
1912
Allen Mooney & Barnes Investment Advisors
Georgia
4WM
1913
44 Wealth Management
Oregon
MFG
1914
Mosaic Financial Group
Illinois
MSWM
1915
McGlone Suttner Wealth Management
Wisconsin
IC
1916
Inscription Capital
Texas
FFM
1917
Flagstone Financial Management
Nebraska
PPW
1918
Parcion Private Wealth
Washington
SP
1919
SmartHarvest Portfolios
Washington
TF
1920
Trek Financial
Arizona
BBWA
1921
Bell & Brown Wealth Advisors
California
CAC
1922
Certified Advisory Corp
Florida
KSWWM
1923
Keyes Stange & Wooten Wealth Management
Florida
TIM
1924
Tortoise Investment Management
New York
MCM
1925
Maple Capital Management
Vermont