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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
SOAM
1926
SBI Okasan Asset Management
Japan
BFA
1927
Brendel Financial Advisors
New Hampshire
TC
1928
TAGStone Capital
North Carolina
NW
1929
Naviter Wealth
Arkansas
BDPWM
1930
Barnes Dennig Private Wealth Management
Ohio
BWM
1931
BCS Wealth Management
Tennessee
BFG
1932
Berger Financial Group
Minnesota
KFS
1933
Kelly Financial Services
Massachusetts
BPW
1934
BLVD Private Wealth
Kentucky
KG
1935
Kieckhefer Group
Wisconsin
TPWA
1936
TRUE Private Wealth Advisors
Oregon
KDA
1937
Kraft Davis & Associates
Missouri
CA
1938
CV Advisors
Florida
LWIC
1939
Leith Wheeler Investment Counsel
British Columbia, Canada
WTG
1940
West Tower Group
Virginia
RSS
1941
Rosenblum Silverman Sutton
California
SCA
1942
Stonebridge Capital Advisors
Minnesota
MC
1943
Matisse Capital
Oregon
TCM
1944
Tran Capital Management
California
TL
1945
Tradewinds LLC
North Carolina
NWWA
1946
New Wave Wealth Advisors
Arkansas
BPAMU
1947
BTG Pactual Asset Management US
New York
MCWA
1948
Meadow Creek Wealth Advisors
Georgia
GWM
1949
Greenline Wealth Management
Florida
PWP
1950
Principle Wealth Partners
Connecticut