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