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