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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
BPAMU
1951
BTG Pactual Asset Management US
New York
MCWA
1952
Meadow Creek Wealth Advisors
Georgia
GWM
1953
Greenline Wealth Management
Florida
PWP
1954
Principle Wealth Partners
Connecticut
FCM
1955
Fourpath Capital Management
Oklahoma
CFAM
1956
Center For Asset Management
Florida
WCM
1957
Washburn Capital Management
Florida
CCA
1958
Cora Capital Advisors
New Jersey
BAM
1959
Brave Asset Management
New Jersey
ACM
1960
Alamar Capital Management
California
RIM
1961
Rockbridge Investment Management
New York
KWM
1962
Kingsman Wealth Management
Florida
LCWP
1963
Legacy Capital Wealth Partners
Arkansas
RA
1964
Rise Advisors
New York
PAM
1965
Pacific Asset Management
Washington
KV
1966
Kickstand Ventures
New York
CWP
1967
Curated Wealth Partners
California
AFA
1968
American Financial Advisors
Georgia
LOWM
1969
Laurel Oak Wealth Management
New Jersey
SA
1970
SPWM Advisors
Michigan
ESBC
1971
E.S. Barr & Co
Kentucky
AWA
1972
Acorn Wealth Advisors
Michigan
AGC
1973
August Group Capital
CSA
1974
Cottage Street Advisors
Massachusetts
DIM
1975
Delta Investment Management
California